Caldwell Trust’s John Hancock Preferred Income Fund III HPS Stock Holding History
Bought
Maintained
Sold
Other funds holding HPS
Caldwell Trust's HPS Position: Q2 2026 in Review
Caldwell Trust reduced its John Hancock Preferred Income Fund III (HPS) stake by 50% in Q2 2026, selling an estimated $2.83K and leaving 195 shares worth $2.83K. The position accounts for ﹤0.01% of the portfolio, ranked #754.
Caldwell Trust first reported a position in HPS in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.62K in Q4 2025. 69 funds tracked by Wall St. Rank hold HPS as of Q2 2026.
- Caldwell Trust held 195 shares of John Hancock Preferred Income Fund III worth $2.83K as of Q2 2026.
- Caldwell Trust sold 195 John Hancock Preferred Income Fund III shares in Q2 2026, an estimated $2.83K.
- John Hancock Preferred Income Fund III made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #754 holding.
- Caldwell Trust first reported a position in John Hancock Preferred Income Fund III in Q4 2025 and has held it in 3 quarters since.
- Caldwell Trust's John Hancock Preferred Income Fund III position peaked at $5.62K in Q4 2025.
- 69 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q2 2026.
Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.