Foundry Financial Group’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Foundry Financial Group’s Portfolio JHML Stock Details JHML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.55M	Sell	17,407 -1,812	-9%	-$156K	0.67%	28
2026 Q1	$1.5M	Sell	19,219 -10,588	-36%	-$857K	0.75%	28
2025 Q4	$2.38M	Sell	29,807 -10,669	-26%	-$845K	1.19%	22
2025 Q3	$3.17M	Sell	40,476 -101,733	-72%	-$7.7M	1.67%	19
2025 Q2	$10.4M	Buy	142,209 +792	+0.6%	+$54.2K	5.94%	5
2025 Q1	$9.53M	Buy	141,417 +829	+0.6%	+$58.3K	5.87%	4
2024 Q4	$9.79M	Sell	140,588 -1,009	-0.7%	-$71.7K	6.06%	3
2024 Q3	$9.83M	Buy	141,597 +183	+0.1%	+$12.2K	6.14%	3
2024 Q2	$9.19M	Buy	141,414 +2,372	+2%	+$151K	6.33%	3
2024 Q1	$9M	Buy	139,042 +11,913	+9%	+$728K	6.43%	3
2023 Q4	$7.48M	Buy	+127,129	New	+$6.99M	6.34%	2

Other funds holding JHML

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SWMG

Sanchez Wealth Management Group Jacksonville, Florida $571M AUM 21.17% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Foundry Financial Group's JHML Position: Q2 2026 in Review

Foundry Financial Group reduced its John Hancock Multifactor Large Cap ETF (JHML) stake by 9.4% in Q2 2026, selling an estimated $156K and leaving 17,407 shares worth $1.55M. The position accounts for 0.67% of the portfolio, ranked #28.

Foundry Financial Group first reported a position in JHML in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.4M in Q2 2025. 109 funds tracked by Wall St. Rank hold JHML as of Q2 2026.

Foundry Financial Group held 17,407 shares of John Hancock Multifactor Large Cap ETF worth $1.55M as of Q2 2026.
Foundry Financial Group sold 1,812 John Hancock Multifactor Large Cap ETF shares in Q2 2026, an estimated $156K.
John Hancock Multifactor Large Cap ETF made up 0.67% of Foundry Financial Group's portfolio in Q2 2026, its #28 holding.
Foundry Financial Group first reported a position in John Hancock Multifactor Large Cap ETF in Q4 2023 and has held it in 11 quarters since.
Foundry Financial Group's John Hancock Multifactor Large Cap ETF position peaked at $10.4M in Q2 2025.
109 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q2 2026.

Based on Foundry Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.