Hoertkorn Richard Charles’s John Hancock Investors Trust JHI Stock Holding History

Hoertkorn Richard Charles’s Portfolio JHI Stock Details JHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$186K	Hold	14,000	–	–	0.13%	37
2026 Q1	$181K	Hold	14,000	–	–	0.15%	39
2025 Q4	$191K	Hold	14,000	–	–	0.07%	43
2025 Q3	$196K	Hold	14,000	–	–	0.08%	43
2025 Q2	$194K	Hold	14,000	–	–	0.08%	42
2025 Q1	$190K	Hold	14,000	–	–	0.09%	40
2024 Q4	$192K	Sell	14,000 -3,000	-18%	-$42.3K	0.08%	43
2024 Q3	$239K	Hold	17,000	–	–	0.1%	41
2024 Q2	$226K	Sell	17,000 -200	-1%	-$2.67K	0.1%	41
2024 Q1	$227K	Hold	17,200	–	–	0.1%	42
2023 Q4	$223K	Hold	17,200	–	–	0.1%	42
2023 Q3	$209K	Hold	17,200	–	–	0.1%	43
2023 Q2	$217K	Hold	17,200	–	–	0.1%	43
2023 Q1	$218K	Hold	17,200	–	–	0.11%	44
2022 Q4	$216K	Hold	17,200	–	–	0.11%	42
2022 Q3	$207K	Buy	17,200 +2,000	+13%	+$27.4K	0.12%	41
2022 Q2	$200K	Hold	15,200	–	–	0.11%	42
2022 Q1	$255K	Sell	15,200 -2,000	-12%	-$33.9K	0.11%	39
2021 Q4	$333K	Hold	17,200	–	–	0.13%	41
2021 Q3	$321K	Hold	17,200	–	–	0.14%	41
2021 Q2	$324K	Hold	17,200	–	–	0.15%	42
2021 Q1	$309K	Hold	17,200	–	–	0.15%	43
2020 Q4	$297K	Sell	17,200 -125	-0.7%	-$2.07K	0.16%	44
2020 Q3	$274K	Buy	17,325 +2,000	+13%	+$32.1K	0.18%	42
2020 Q2	$238K	Buy	15,325 +2,000	+15%	+$28.6K	0.16%	42
2020 Q1	$168K	Buy	13,325 +1,825	+16%	+$29.7K	0.14%	44
2019 Q4	$204K	Hold	11,500	–	–	0.13%	44
2019 Q3	$196K	Hold	11,500	–	–	0.13%	45
2019 Q2	$189K	Hold	11,500	–	–	0.13%	45
2019 Q1	$181K	Hold	11,500	–	–	0.12%	44
2018 Q4	$162K	Hold	11,500	–	–	0.11%	45
2018 Q3	$185K	Hold	11,500	–	–	0.11%	47
2018 Q2	$184K	Hold	11,500	–	–	0.11%	46
2018 Q1	$191K	Hold	11,500	–	–	0.12%	45
2017 Q4	$201K	Hold	11,500	–	–	0.12%	45
2017 Q3	$209K	Hold	11,500	–	–	0.13%	45
2017 Q2	$197K	Hold	11,500	–	–	0.13%	45
2017 Q1	$196K	Hold	11,500	–	–	0.13%	46
2016 Q4	$191K	Sell	11,500 -2,100	-15%	-$34.8K	0.13%	46
2016 Q3	$227K	Sell	13,600 -500	-4%	-$8.54K	0.18%	46
2016 Q2	$227K	Hold	14,100	–	–	0.18%	47
2016 Q1	$218K	Hold	14,100	–	–	0.17%	47
2015 Q4	$203K	Sell	14,100 -7,000	-33%	-$102K	0.15%	49
2015 Q3	$308K	Hold	21,100	–	–	0.24%	45
2015 Q2	$338K	Sell	21,100 -500	-2%	-$8.68K	0.25%	42
2015 Q1	$380K	Hold	21,600	–	–	0.28%	42
2014 Q4	$382K	Hold	21,600	–	–	0.27%	43
2014 Q3	$399K	Sell	21,600 -2,000	-8%	-$39.3K	0.29%	40
2014 Q2	$487K	Hold	23,600	–	–	0.36%	40
2014 Q1	$481K	Sell	23,600 -4,000	-14%	-$80.9K	0.38%	39
2013 Q4	$513K	Buy	+27,600	New	+$517K	0.4%	40

Other funds holding JHI

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Hoertkorn Richard Charles's JHI Position: Q2 2026 in Review

Hoertkorn Richard Charles held its John Hancock Investors Trust (JHI) position steady in Q2 2026 at 14,000 shares worth $186K. The position accounts for 0.13% of the portfolio, ranked #37.

Hoertkorn Richard Charles first reported a position in JHI in Q4 2013 and has held it in 51 quarters since. The position peaked at $513K in Q4 2013. 7 funds tracked by Wall St. Rank hold JHI as of Q2 2026.

Hoertkorn Richard Charles held 14,000 shares of John Hancock Investors Trust worth $186K as of Q2 2026.
Hoertkorn Richard Charles left its John Hancock Investors Trust share count unchanged in Q2 2026.
John Hancock Investors Trust made up 0.13% of Hoertkorn Richard Charles's portfolio in Q2 2026, its #37 holding.
Hoertkorn Richard Charles first reported a position in John Hancock Investors Trust in Q4 2013 and has held it in 51 quarters since.
Hoertkorn Richard Charles's John Hancock Investors Trust position peaked at $513K in Q4 2013.
7 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q2 2026.

Based on Hoertkorn Richard Charles's 13F filing for Q2 2026, filed 23 Jul 2026.