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JHI

NewEdge Advisors’s John Hancock Investors Trust JHI Stock Holding History

NewEdge Advisors’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 		$434K Sell
32,554
-2,300
-7% -$30.5K ﹤0.01% 2232
2026
Q1 		$450K Hold
34,854
– – ﹤0.01% 2081
2025
Q4 		$476K Sell
34,854
-300
-0.9% -$4.14K ﹤0.01% 1999
2025
Q3 		$492K Sell
35,154
-3,534
-9% -$49.7K ﹤0.01% 1828
2025
Q2 		$536K Buy
38,688
+234
+0.6% +$3.11K ﹤0.01% 1643
2025
Q1 		$522K Sell
38,454
-400
-1% -$5.57K ﹤0.01% 1562
2024
Q4 		$532K Sell
38,854
-1,600
-4% -$22.6K ﹤0.01% 1517
2024
Q3 		$569K Sell
40,454
-2,300
-5% -$31.2K ﹤0.01% 1398
2024
Q2 		$569K Sell
42,754
-4,300
-9% -$57.3K ﹤0.01% 1338
2024
Q1 		$621K Sell
47,054
-5,300
-10% -$69.4K 0.01% 1220
2023
Q4 		$680K Buy
52,354
+3,700
+8% +$45.8K 0.01% 1134
2023
Q3 		$591K Sell
48,654
-4,900
-9% -$62.1K 0.01% 1098
2023
Q2 		$677K Buy
53,554
+1,547
+3% +$19.5K 0.01% 1044
2023
Q1 		$652K Buy
52,007
+2,043
+4% +$26.5K 0.01% 996
2022
Q4 		$592K Buy
49,964
+556
+1% +$7.01K 0.02% 714
2022
Q3 		$596K Sell
49,408
-743
-1% -$10.2K 0.01% 885
2022
Q2 		$661K Buy
50,151
+1,363
+3% +$20.4K 0.01% 850
2022
Q1 		$819K Buy
48,788
+2,751
+6% +$46.6K 0.01% 700
2021
Q4 		$891K Buy
+46,037
New +$863K 0.01% 793

Other funds holding JHI

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NewEdge Advisors's JHI Position: Q2 2026 in Review

NewEdge Advisors reduced its John Hancock Investors Trust (JHI) stake by 6.6% in Q2 2026, selling an estimated $30.5K and leaving 32,554 shares worth $434K. The position accounts for ﹤0.01% of the portfolio, ranked #2232.

NewEdge Advisors first reported a position in JHI in Q4 2021 and has held it in 19 quarters since. The position peaked at $891K in Q4 2021. 37 funds tracked by Wall St. Rank hold JHI as of Q2 2026.

  • NewEdge Advisors held 32,554 shares of John Hancock Investors Trust worth $434K as of Q2 2026.
  • NewEdge Advisors sold 2,300 John Hancock Investors Trust shares in Q2 2026, an estimated $30.5K.
  • John Hancock Investors Trust made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2232 holding.
  • NewEdge Advisors first reported a position in John Hancock Investors Trust in Q4 2021 and has held it in 19 quarters since.
  • NewEdge Advisors's John Hancock Investors Trust position peaked at $891K in Q4 2021.
  • 37 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.