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

LifeSteps Financial’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	$10.9K	Buy	+750	New	+$10.9K	0.01%	395

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

LifeSteps Financial's HPS Position: Q2 2026 in Review

LifeSteps Financial opened a new position in John Hancock Preferred Income Fund III (HPS) in Q2 2026: 750 shares worth $10.9K. The stake represents 0.01% of the portfolio and ranks #395 among its holdings.

69 funds tracked by Wall St. Rank hold HPS as of Q2 2026.

LifeSteps Financial held 750 shares of John Hancock Preferred Income Fund III worth $10.9K as of Q2 2026.
John Hancock Preferred Income Fund III was a new LifeSteps Financial position in Q2 2026.
John Hancock Preferred Income Fund III made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #395 holding.
69 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.