Hoey Investments’s John Hancock Investors Trust JHI Stock Holding History

Hoey Investments’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	$2.96K	Hold	222	–	–	﹤0.01%	337
2026 Q1	$2.87K	Hold	222	–	–	﹤0.01%	320
2025 Q4	$3.04K	Hold	222	–	–	﹤0.01%	329
2025 Q3	$3.11K	Hold	222	–	–	﹤0.01%	314
2025 Q2	$3.07K	Hold	222	–	–	﹤0.01%	316
2025 Q1	$3.01K	Hold	222	–	–	﹤0.01%	281
2024 Q4	$3.04K	Hold	222	–	–	﹤0.01%	272
2024 Q3	$2.95K	Hold	222	–	–	﹤0.01%	284
2024 Q2	$2.95K	Hold	222	–	–	﹤0.01%	284
2024 Q1	$2.93K	Hold	222	–	–	﹤0.01%	282
2023 Q4	$2.87K	Hold	222	–	–	﹤0.01%	280
2023 Q3	$2.7K	Hold	222	–	–	﹤0.01%	284
2023 Q2	$2.81K	Hold	222	–	–	﹤0.01%	281
2023 Q1	$2.82K	Hold	222	–	–	﹤0.01%	286
2022 Q4	$2.78K	Sell	222 -634	-74%	-$8K	﹤0.01%	255
2022 Q3	$10K	Hold	856	–	–	﹤0.01%	229
2022 Q2	$11K	Hold	856	–	–	﹤0.01%	183
2022 Q1	$14K	Hold	856	–	–	﹤0.01%	156
2021 Q4	$17K	Hold	856	–	–	﹤0.01%	150
2021 Q3	$16K	Hold	856	–	–	﹤0.01%	152
2021 Q2	$16K	Hold	856	–	–	﹤0.01%	154
2021 Q1	$15K	Hold	856	–	–	0.01%	157
2020 Q4	$15K	Hold	856	–	–	0.01%	130
2020 Q3	$14K	Hold	856	–	–	0.01%	99
2020 Q2	$13K	Hold	856	–	–	0.01%	106
2020 Q1	$11K	Hold	856	–	–	0.01%	98
2019 Q4	$15K	Buy	+856	New	+$14.7K	0.01%	129

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

MQWP

Morey & Quinn Wealth Partners Omaha, Nebraska $155M AUM 27.53% 1-Year Est. Return

NWMP

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

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

HRC

Hoertkorn Richard Charles $149M AUM 77.22% 1-Year Est. Return

HWAM

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Hoey Investments's JHI Position: Q2 2026 in Review

Hoey Investments held its John Hancock Investors Trust (JHI) position steady in Q2 2026 at 222 shares worth $2.96K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

Hoey Investments first reported a position in JHI in Q4 2019 and has held it in 27 quarters since. The position peaked at $17K in Q4 2021. 11 funds tracked by Wall St. Rank hold JHI as of Q2 2026.

Hoey Investments held 222 shares of John Hancock Investors Trust worth $2.96K as of Q2 2026.
Hoey Investments left its John Hancock Investors Trust share count unchanged in Q2 2026.
John Hancock Investors Trust made up ﹤0.01% of Hoey Investments's portfolio in Q2 2026, its #337 holding.
Hoey Investments first reported a position in John Hancock Investors Trust in Q4 2019 and has held it in 27 quarters since.
Hoey Investments's John Hancock Investors Trust position peaked at $17K in Q4 2021.
11 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.