LFG
HPS

Larson Financial Group’s John Hancock Preferred Income Fund III HPS Stock Holding History

Larson Financial Group’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 		– Sell
-1,694
Closed -$24.1K – 3847
2026
Q1 		$24.1K Buy
+1,694
New +$24.7K ﹤0.01% 1742

Other funds holding HPS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Larson Financial Group's HPS Position: Q2 2026 in Review

Larson Financial Group sold out of John Hancock Preferred Income Fund III (HPS) in Q2 2026, closing a stake of 1,694 shares — an estimated $24.1K sold.

Larson Financial Group first reported a position in HPS in Q1 2026 and held it in 1 quarter. The position peaked at $24.1K in Q1 2026. 69 funds tracked by Wall St. Rank hold HPS as of Q2 2026.

  • Larson Financial Group reported no remaining John Hancock Preferred Income Fund III position as of Q2 2026 after selling out during the quarter.
  • Larson Financial Group sold 1,694 John Hancock Preferred Income Fund III shares in Q2 2026, an estimated $24.1K.
  • Larson Financial Group first reported a position in John Hancock Preferred Income Fund III in Q1 2026 and held it in 1 quarter.
  • Larson Financial Group's John Hancock Preferred Income Fund III position peaked at $24.1K in Q1 2026.
  • 69 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.