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BFC Planning, Inc.’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

BFC Planning, Inc.’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 		$1.72M Sell
19,305
-850
-4% -$73.2K 0.07% 274
2026
Q1 		$1.58M Hold
20,155
– – 0.07% 268
2025
Q4 		$1.61M Buy
+20,155
New +$1.6M 0.07% 264

Other funds holding JHML

Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Sanchez Wealth Management Group
Sanchez Wealth Management Group Jacksonville, Florida $33.2M AUM 13.16% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

BFC Planning, Inc.'s JHML Position: Q2 2026 in Review

BFC Planning, Inc. reduced its John Hancock Multifactor Large Cap ETF (JHML) stake by 4.2% in Q2 2026, selling an estimated $73.2K and leaving 19,305 shares worth $1.72M. The position accounts for 0.07% of the portfolio, ranked #274.

BFC Planning, Inc. first reported a position in JHML in Q4 2025 and has held it in 3 quarters since. 110 funds tracked by Wall St. Rank hold JHML as of Q2 2026.

  • BFC Planning, Inc. held 19,305 shares of John Hancock Multifactor Large Cap ETF worth $1.72M as of Q2 2026.
  • BFC Planning, Inc. sold 850 John Hancock Multifactor Large Cap ETF shares in Q2 2026, an estimated $73.2K.
  • John Hancock Multifactor Large Cap ETF made up 0.07% of BFC Planning, Inc.'s portfolio in Q2 2026, its #274 holding.
  • BFC Planning, Inc. first reported a position in John Hancock Multifactor Large Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 110 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.