Compass Financial Management’s John Hancock Preferred Income Fund III HPS Stock Holding History

Compass Financial Management’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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Compass Financial Management's HPS Position: Q2 2026 in Review

Compass Financial Management 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.

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

Compass Financial Management 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 position in Q2 2026.
John Hancock Preferred Income Fund III made up 0.01% of Compass Financial Management's portfolio in Q2 2026, its #599 holding.
68 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.