CWM
JHS

Centricity Wealth Management’s John Hancock Income Securities Trust JHS Stock Holding History

Centricity Wealth Management’s Portfolio JHS Stock Details JHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$5.64K Hold
500
– – ﹤0.01% 366
2025
Q1 		$5.67K Hold
500
– – 0.01% 371
2024
Q4 		$5.6K Buy
+500
New +$5.75K 0.01% 378

Other funds holding JHS

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Centricity Wealth Management's JHS Position: Q2 2025 in Review

Centricity Wealth Management held its John Hancock Income Securities Trust (JHS) position steady in Q2 2025 at 500 shares worth $5.64K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Centricity Wealth Management first reported a position in JHS in Q4 2024 and has held it in 3 quarters since. The position peaked at $5.67K in Q1 2025. 34 funds tracked by Wall St. Rank hold JHS as of Q2 2025.

  • Centricity Wealth Management held 500 shares of John Hancock Income Securities Trust worth $5.64K as of Q2 2025.
  • Centricity Wealth Management left its John Hancock Income Securities Trust share count unchanged in Q2 2025.
  • John Hancock Income Securities Trust made up ﹤0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #366 holding.
  • Centricity Wealth Management first reported a position in John Hancock Income Securities Trust in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's John Hancock Income Securities Trust position peaked at $5.67K in Q1 2025.
  • 34 funds tracked by Wall St. Rank held John Hancock Income Securities Trust as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.