Empire Financial Management Company’s John Hancock Multifactor Small Cap ETF JHSC Stock Holding History

Empire Financial Management Company’s Portfolio JHSC Stock Details JHSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.51M	Buy	81,876 +895	+1%	+$39.7K	0.79%	41
2025 Q4	$3.4M	Buy	80,981 +326	+0.4%	+$13.7K	0.74%	43
2025 Q3	$3.38M	Buy	80,655 +1,336	+2%	+$54.5K	0.77%	43
2025 Q2	$3.1M	Sell	79,319 -11,325	-12%	-$419K	0.89%	33
2025 Q1	$3.38M	Sell	90,644 -821	-0.9%	-$32.5K	1.04%	29
2024 Q4	$3.63M	Buy	91,465 +864	+1%	+$35.6K	1.13%	22
2024 Q3	$3.64M	Buy	90,601 +293	+0.3%	+$11.3K	1.12%	22
2024 Q2	$3.34M	Sell	90,308 -9,244	-9%	-$343K	1.11%	22
2024 Q1	$3.83M	Sell	99,552 -3,278	-3%	-$119K	1.27%	16
2023 Q4	$3.76M	Sell	102,830 -195	-0.2%	-$6.42K	1.47%	12
2023 Q3	$3.31M	Sell	103,025 -4,550	-4%	-$153K	1.44%	13
2023 Q2	$3.6M	Sell	107,575 -8,322	-7%	-$265K	1.43%	15
2023 Q1	$3.7M	Buy	+115,897	New	+$3.75M	1.51%	12

Other funds holding JHSC

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Empire Financial Management Company's JHSC Position: Q1 2026 in Review

Empire Financial Management Company increased its John Hancock Multifactor Small Cap ETF (JHSC) stake by 1.1% in Q1 2026, buying an estimated $39.7K and bringing the position to 81,876 shares worth $3.51M. The position accounts for 0.79% of the portfolio, ranked #41.

Empire Financial Management Company first reported a position in JHSC in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.83M in Q1 2024. 80 funds tracked by Wall St. Rank hold JHSC as of Q1 2026.

Empire Financial Management Company held 81,876 shares of John Hancock Multifactor Small Cap ETF worth $3.51M as of Q1 2026.
Empire Financial Management Company bought 895 John Hancock Multifactor Small Cap ETF shares in Q1 2026, an estimated $39.7K.
John Hancock Multifactor Small Cap ETF made up 0.79% of Empire Financial Management Company's portfolio in Q1 2026, its #41 holding.
Empire Financial Management Company first reported a position in John Hancock Multifactor Small Cap ETF in Q1 2023 and has held it in 13 quarters since.
Empire Financial Management Company's John Hancock Multifactor Small Cap ETF position peaked at $3.83M in Q1 2024.
80 funds tracked by Wall St. Rank held John Hancock Multifactor Small Cap ETF as of Q1 2026.

Based on Empire Financial Management Company's 13F filing for Q1 2026, filed 18 May 2026.