Pathstone Holdings
JHI

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

Pathstone 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
2025
Q4 		– Sell
-11,803
Closed -$165K – 2311
2025
Q3 		$165K Sell
11,803
-13,940
-54% -$196K ﹤0.01% 2227
2025
Q2 		$356K Sell
25,743
-6,617
-20% -$87.8K ﹤0.01% 1861
2025
Q1 		$439K Sell
32,360
-13,641
-30% -$190K ﹤0.01% 1775
2024
Q4 		$629K Buy
46,001
+20,780
+82% +$293K ﹤0.01% 1628
2024
Q3 		$355K Buy
+25,221
New +$342K ﹤0.01% 1899

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
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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Pathstone Holdings's JHI Position: Q4 2025 in Review

Pathstone Holdings sold out of John Hancock Investors Trust (JHI) in Q4 2025, closing a stake of 11,803 shares — an estimated $165K sold.

Pathstone Holdings first reported a position in JHI in Q3 2024 and held it in 5 quarters. The position peaked at $629K in Q4 2024. 35 funds tracked by Wall St. Rank hold JHI as of Q4 2025.

  • Pathstone Holdings reported no remaining John Hancock Investors Trust position as of Q4 2025 after selling out during the quarter.
  • Pathstone Holdings sold 11,803 John Hancock Investors Trust shares in Q4 2025, an estimated $165K.
  • Pathstone Holdings first reported a position in John Hancock Investors Trust in Q3 2024 and held it in 5 quarters.
  • Pathstone Holdings's John Hancock Investors Trust position peaked at $629K in Q4 2024.
  • 35 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q4 2025.

Based on Pathstone Holdings's 13F filing for Q4 2025, filed 13 Feb 2026.