NWMP
JHI

Noble Wealth Management PBC’s John Hancock Investors Trust JHI Stock Holding History

Noble Wealth Management PBC’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 		$251K Sell
18,850
-2,600
-12% -$34.5K 0.11% 148
2026
Q1 		$277K Sell
21,450
-4,800
-18% -$65.2K 0.14% 125
2025
Q4 		$359K Sell
26,250
-3,400
-11% -$46.9K 0.18% 106
2025
Q3 		$415K Buy
+29,650
New +$417K 0.22% 95
2025
Q1 		$57.3K Buy
4,224
+1,800
+74% +$25.1K 0.04% 199
2024
Q4 		$33.2K Buy
+2,424
New +$34.2K 0.02% 229

Other funds holding JHI

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
IA
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

Noble Wealth Management PBC's JHI Position: Q2 2026 in Review

Noble Wealth Management PBC reduced its John Hancock Investors Trust (JHI) stake by 12% in Q2 2026, selling an estimated $34.5K and leaving 18,850 shares worth $251K. The position accounts for 0.11% of the portfolio, ranked #148.

Noble Wealth Management PBC first reported a position in JHI in Q4 2024 and has held it in 6 quarters since. The position peaked at $415K in Q3 2025. 6 funds tracked by Wall St. Rank hold JHI as of Q2 2026.

  • Noble Wealth Management PBC held 18,850 shares of John Hancock Investors Trust worth $251K as of Q2 2026.
  • Noble Wealth Management PBC sold 2,600 John Hancock Investors Trust shares in Q2 2026, an estimated $34.5K.
  • John Hancock Investors Trust made up 0.11% of Noble Wealth Management PBC's portfolio in Q2 2026, its #148 holding.
  • Noble Wealth Management PBC first reported a position in John Hancock Investors Trust in Q4 2024 and has held it in 6 quarters since.
  • Noble Wealth Management PBC's John Hancock Investors Trust position peaked at $415K in Q3 2025.
  • 6 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.