Osaic Holdings
JHI

Osaic Holdings’s John Hancock Investors Trust JHI Stock Holding History

Osaic Holdings’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
Q1 		$722K Sell
55,922
-33,014
-37% -$449K ﹤0.01% 2999
2025
Q4 		$1.22M Buy
88,936
+5,805
+7% +$80.1K ﹤0.01% 2505
2025
Q3 		$1.17M Buy
83,131
+951
+1% +$13.4K ﹤0.01% 2659
2025
Q2 		$1.14M Buy
82,180
+7,480
+10% +$99.3K ﹤0.01% 2406
2025
Q1 		$1.01M Buy
74,700
+50,084
+203% +$697K ﹤0.01% 2244
2024
Q4 		$337K Buy
24,616
+17,800
+261% +$251K ﹤0.01% 3152
2024
Q3 		$95.8K Buy
6,816
+2
+0% +$27 ﹤0.01% 4253
2024
Q2 		$90.6K Sell
6,814
-87,429
-93% -$1.17M ﹤0.01% 4222
2024
Q1 		$1.24M Sell
94,243
-5,313
-5% -$69.6K ﹤0.01% 2125
2023
Q4 		$1.29M Sell
99,556
-4,356
-4% -$53.9K ﹤0.01% 2255
2023
Q3 		$1.26M Sell
103,912
-10
-0% -$127 ﹤0.01% 2412
2023
Q2 		$1.31M Buy
103,922
+5,869
+6% +$74.1K ﹤0.01% 2238
2023
Q1 		$1.24M Buy
98,053
+988
+1% +$12.8K ﹤0.01% 2251
2022
Q4 		$1.22M Sell
97,065
-232
-0.2% -$2.93K ﹤0.01% 2204
2022
Q3 		$1.17M Buy
97,297
+1,754
+2% +$24.1K ﹤0.01% 2071
2022
Q2 		$1.26M Sell
95,543
-8,060
-8% -$120K ﹤0.01% 2055
2022
Q1 		$1.74M Sell
103,603
-1,288
-1% -$21.8K ﹤0.01% 2049
2021
Q4 		$2.03M Buy
104,891
+4,612
+5% +$86.4K ﹤0.01% 1769
2021
Q3 		$1.87M Buy
100,279
+16,822
+20% +$318K ﹤0.01% 1770
2021
Q2 		$1.57M Buy
83,457
+16,620
+25% +$307K ﹤0.01% 1939
2021
Q1 		$1.2M Buy
66,837
+12,399
+23% +$220K ﹤0.01% 2060
2020
Q4 		$941K Buy
54,438
+26,769
+97% +$443K ﹤0.01% 2099
2020
Q3 		$438K Buy
27,669
+15,786
+133% +$253K ﹤0.01% 2543
2020
Q2 		$184K Sell
11,883
-5,747
-33% -$82.3K ﹤0.01% 3206
2020
Q1 		$222K Buy
+17,630
New +$287K ﹤0.01% 2775

Other funds holding JHI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Osaic Holdings's JHI Position: Q1 2026 in Review

Osaic Holdings reduced its John Hancock Investors Trust (JHI) stake by 37% in Q1 2026, selling an estimated $449K and leaving 55,922 shares worth $722K. The position accounts for ﹤0.01% of the portfolio, ranked #2999.

Osaic Holdings first reported a position in JHI in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.03M in Q4 2021. 35 funds tracked by Wall St. Rank hold JHI as of Q1 2026.

  • Osaic Holdings held 55,922 shares of John Hancock Investors Trust worth $722K as of Q1 2026.
  • Osaic Holdings sold 33,014 John Hancock Investors Trust shares in Q1 2026, an estimated $449K.
  • John Hancock Investors Trust made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #2999 holding.
  • Osaic Holdings first reported a position in John Hancock Investors Trust in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's John Hancock Investors Trust position peaked at $2.03M in Q4 2021.
  • 35 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.