PTC
JHI

Philadelphia Trust Company’s John Hancock Investors Trust JHI Stock Holding History

Philadelphia Trust Company’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 		$398K Hold
30,813
– – 0.03% 184
2025
Q4 		$421K Hold
30,813
– – 0.03% 173
2025
Q3 		$431K Hold
30,813
– – 0.03% 168
2025
Q2 		$427K Hold
30,813
– – 0.03% 163
2025
Q1 		$418K Hold
30,813
– – 0.04% 168
2024
Q4 		$422K Hold
30,813
– – 0.03% 166
2024
Q3 		$433K Sell
30,813
-2,000
-6% -$27.1K 0.03% 171
2024
Q2 		$436K Hold
32,813
– – 0.03% 155
2024
Q1 		$433K Sell
32,813
-1,000
-3% -$13.1K 0.03% 164
2023
Q4 		$438K Hold
33,813
– – 0.04% 159
2023
Q3 		$411K Hold
33,813
– – 0.04% 161
2023
Q2 		$427K Hold
33,813
– – 0.04% 166
2023
Q1 		$429K Hold
33,813
– – 0.04% 164
2022
Q4 		$424K Hold
33,813
– – 0.05% 164
2022
Q3 		$408K Hold
33,813
– – 0.05% 162
2022
Q2 		$446K Hold
33,813
– – 0.05% 155
2022
Q1 		$568K Hold
33,813
– – 0.04% 155
2021
Q4 		$654K Sell
33,813
-250
-0.7% -$4.68K 0.05% 155
2021
Q3 		$636K Hold
34,063
– – 0.05% 156
2021
Q2 		$642K Sell
34,063
-250
-0.7% -$4.62K 0.04% 163
2021
Q1 		$617K Hold
34,313
– – 0.05% 155
2020
Q4 		$593K Hold
34,313
– – 0.05% 144
2020
Q3 		$543K Hold
34,313
– – 0.05% 139
2020
Q2 		$532K Hold
34,313
– – 0.06% 125
2020
Q1 		$432K Hold
34,313
– – 0.05% 117
2019
Q4 		$609K Sell
34,313
-6,000
-15% -$103K 0.05% 144
2019
Q3 		$686K Hold
40,313
– – 0.06% 140
2019
Q2 		$661K Hold
40,313
– – 0.06% 143
2019
Q1 		$636K Sell
40,313
-1,000
-2% -$15.4K 0.06% 139
2018
Q4 		$583K Hold
41,313
– – 0.06% 127
2018
Q3 		$665K Sell
41,313
-1,500
-4% -$24.4K 0.05% 136
2018
Q2 		$683K Sell
42,813
-2,400
-5% -$39.1K 0.06% 129
2018
Q1 		$751K Buy
45,213
+2,300
+5% +$39.5K 0.06% 129
2017
Q4 		$751K Hold
42,913
– – 0.06% 137
2017
Q3 		$779K Buy
42,913
+5,692
+15% +$103K 0.06% 130
2017
Q2 		$638K Buy
37,221
+14,396
+63% +$252K 0.05% 137
2017
Q1 		$389K Hold
22,825
– – 0.03% 173
2016
Q4 		$379K Sell
22,825
-3,325
-13% -$55.1K 0.03% 172
2016
Q3 		$437K Buy
+26,150
New +$447K 0.04% 158
2016
Q2 		– Sell
-36,900
Closed -$570K – 198
2016
Q1 		$570K Buy
36,900
+2,900
+9% +$41.7K 0.05% 125
2015
Q4 		$498K Buy
34,000
+6,500
+24% +$95.1K 0.04% 133
2015
Q3 		$401K Buy
27,500
+27,059
+6,136% +$417K 0.04% 134
2015
Q2 		$27.5K Sell
441
-14,559
-97% -$253K 0.1% 103
2015
Q1 		$264K Buy
+15,000
New +$267K 0.02% 162

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

Philadelphia Trust Company's JHI Position: Q1 2026 in Review

Philadelphia Trust Company held its John Hancock Investors Trust (JHI) position steady in Q1 2026 at 30,813 shares worth $398K. The position accounts for 0.03% of the portfolio, ranked #184.

Philadelphia Trust Company first reported a position in JHI in Q1 2015 and has held it in 44 quarters since. The position peaked at $779K in Q3 2017. 35 funds tracked by Wall St. Rank hold JHI as of Q1 2026.

  • Philadelphia Trust Company held 30,813 shares of John Hancock Investors Trust worth $398K as of Q1 2026.
  • Philadelphia Trust Company left its John Hancock Investors Trust share count unchanged in Q1 2026.
  • John Hancock Investors Trust made up 0.03% of Philadelphia Trust Company's portfolio in Q1 2026, its #184 holding.
  • Philadelphia Trust Company first reported a position in John Hancock Investors Trust in Q1 2015 and has held it in 44 quarters since.
  • Philadelphia Trust Company's John Hancock Investors Trust position peaked at $779K in Q3 2017.
  • 35 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q1 2026.

Based on Philadelphia Trust Company's 13F filing for Q1 2026, filed 13 May 2026.