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HPS

NewEdge Advisors’s John Hancock Preferred Income Fund III HPS Stock Holding History

NewEdge Advisors’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
Q1 		$251K Sell
17,600
-1,700
-9% -$24.7K ﹤0.01% 2466
2025
Q4 		$278K Sell
19,300
-1,100
-5% -$16.5K ﹤0.01% 2354
2025
Q3 		$315K Sell
20,400
-400
-2% -$5.88K ﹤0.01% 2140
2025
Q2 		$297K Hold
20,800
– – ﹤0.01% 2028
2025
Q1 		$312K Buy
20,800
+100
+0.5% +$1.51K ﹤0.01% 1871
2024
Q4 		$311K Buy
20,700
+600
+3% +$9.55K ﹤0.01% 1855
2024
Q3 		$347K Sell
20,100
-3,207
-14% -$52K ﹤0.01% 1715
2024
Q2 		$368K Buy
23,307
+3,418
+17% +$52.5K ﹤0.01% 1601
2024
Q1 		$307K Sell
19,889
-8,576
-30% -$127K ﹤0.01% 1633
2023
Q4 		$410K Buy
28,465
+11,465
+67% +$149K ﹤0.01% 1388
2023
Q3 		$227K Sell
17,000
-7,500
-31% -$104K ﹤0.01% 1579
2023
Q2 		$343K Sell
24,500
-300
-1% -$4.14K ﹤0.01% 1396
2023
Q1 		$338K Buy
24,800
+2,975
+14% +$44.5K ﹤0.01% 1320
2022
Q4 		$315K Buy
21,825
+600
+3% +$8.74K 0.01% 982
2022
Q3 		$318K Buy
21,225
+1,400
+7% +$22.5K 0.01% 1172
2022
Q2 		$313K Buy
19,825
+5,400
+37% +$89.9K 0.01% 1196
2022
Q1 		$259K Buy
14,425
+2,180
+18% +$38.1K ﹤0.01% 980
2021
Q4 		$230K Buy
+12,245
New +$234K ﹤0.01% 1459

Other funds holding HPS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

NewEdge Advisors's HPS Position: Q1 2026 in Review

NewEdge Advisors reduced its John Hancock Preferred Income Fund III (HPS) stake by 8.8% in Q1 2026, selling an estimated $24.7K and leaving 17,600 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #2466.

NewEdge Advisors first reported a position in HPS in Q4 2021 and has held it in 18 quarters since. The position peaked at $410K in Q4 2023. 60 funds tracked by Wall St. Rank hold HPS as of Q1 2026.

  • NewEdge Advisors held 17,600 shares of John Hancock Preferred Income Fund III worth $251K as of Q1 2026.
  • NewEdge Advisors sold 1,700 John Hancock Preferred Income Fund III shares in Q1 2026, an estimated $24.7K.
  • John Hancock Preferred Income Fund III made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2466 holding.
  • NewEdge Advisors first reported a position in John Hancock Preferred Income Fund III in Q4 2021 and has held it in 18 quarters since.
  • NewEdge Advisors's John Hancock Preferred Income Fund III position peaked at $410K in Q4 2023.
  • 60 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.