Harbour Investments’s John Hancock Preferred Income Fund III HPS Stock Holding History

Harbour Investments’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	$286K	Buy	19,652 +299	+2%	+$4.34K	﹤0.01%	1405
2026 Q1	$276K	Buy	19,353 +18,753	+3,126%	+$273K	﹤0.01%	1358
2025 Q4	$8.65K	Hold	600	–	–	﹤0.01%	2810
2025 Q3	$9.26K	Sell	600 -600	-50%	-$8.82K	﹤0.01%	2723
2025 Q2	$17.1K	Hold	1,200	–	–	﹤0.01%	2304
2025 Q1	$18K	Hold	1,200	–	–	﹤0.01%	2234
2024 Q4	$18K	Hold	1,200	–	–	﹤0.01%	2171
2024 Q3	$20.7K	Hold	1,200	–	–	﹤0.01%	2036
2024 Q2	$19K	Hold	1,200	–	–	﹤0.01%	1979
2024 Q1	$18.5K	Hold	1,200	–	–	﹤0.01%	1987
2023 Q4	$17K	Hold	1,200	–	–	﹤0.01%	1941
2023 Q3	$16K	Hold	1,200	–	–	﹤0.01%	1841
2023 Q2	$16.8K	Hold	1,200	–	–	﹤0.01%	1822
2023 Q1	$17.6K	Hold	1,200	–	–	﹤0.01%	1788
2022 Q4	$17.3K	Hold	1,200	–	–	﹤0.01%	1739
2022 Q3	$19K	Hold	1,200	–	–	﹤0.01%	1672
2022 Q2	$19K	Buy	+1,200	New	+$20K	﹤0.01%	1672
2021 Q4	$23K	Sell	1,200 -9,773	-89%	-$187K	﹤0.01%	1607
2021 Q3	$206K	Sell	10,973 -43	-0.4%	-$824	0.01%	1005
2021 Q2	$212K	Buy	11,016 +6	+0.1%	+$113	0.01%	1015
2021 Q1	$200K	Buy	+11,010	New	+$188K	0.01%	962

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Harbour Investments's HPS Position: Q2 2026 in Review

Harbour Investments increased its John Hancock Preferred Income Fund III (HPS) stake by 1.5% in Q2 2026, buying an estimated $4.34K and bringing the position to 19,652 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #1405.

Harbour Investments first reported a position in HPS in Q1 2021 and has held it in 21 quarters since. 69 funds tracked by Wall St. Rank hold HPS as of Q2 2026.

Harbour Investments held 19,652 shares of John Hancock Preferred Income Fund III worth $286K as of Q2 2026.
Harbour Investments bought 299 John Hancock Preferred Income Fund III shares in Q2 2026, an estimated $4.34K.
John Hancock Preferred Income Fund III made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #1405 holding.
Harbour Investments first reported a position in John Hancock Preferred Income Fund III in Q1 2021 and has held it in 21 quarters since.
69 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.