CFML
HPS

COMPASS FINANCIAL MANAGEMENT LLC’s John Hancock Preferred Income Fund III HPS Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio HPS Stock Details HPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$81.1K Buy
+5,685
New +$82.5K 0.01% 599

Other funds holding HPS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's HPS Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in John Hancock Preferred Income Fund III (HPS) in Q2 2026: 5,685 shares worth $81.1K. The stake represents 0.01% of the portfolio and ranks #599 among its holdings.

55 funds tracked by Wall St. Rank hold HPS as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 5,685 shares of John Hancock Preferred Income Fund III worth $81.1K as of Q2 2026.
  • John Hancock Preferred Income Fund III was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • John Hancock Preferred Income Fund III made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #599 holding.
  • 55 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.