Post Resch Tallon Group’s John Hancock Preferred Income Fund III HPS Stock Holding History

Post Resch Tallon Group’s Portfolio HPS Stock Details HPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$376K	Buy	25,836 +27	+0.1%	+$392	0.26%	68
2026 Q1	$365K	Buy	25,809 +26	+0.1%	+$378	0.29%	66
2025 Q4	$372K	Buy	25,783 +376	+1%	+$5.65K	0.31%	58
2025 Q3	$392K	Buy	25,407 +1,533	+6%	+$22.5K	0.35%	55
2025 Q2	$340K	Buy	23,874 +17	+0.1%	+$242	0.33%	56
2025 Q1	$358K	Buy	23,857 +24	+0.1%	+$362	0.37%	52
2024 Q4	$360K	Buy	+23,833	New	+$379K	0.35%	52

Other funds holding HPS

AWM

Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return

AWS

Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Olistico Wealth Tulsa, Oklahoma $234M AUM 31.19% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

LifeSteps Financial Claremont, California $215M AUM 27.52% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Post Resch Tallon Group's HPS Position: Q2 2026 in Review

Post Resch Tallon Group increased its John Hancock Preferred Income Fund III (HPS) stake by 0.1% in Q2 2026, buying an estimated $392 and bringing the position to 25,836 shares worth $376K. The position accounts for 0.26% of the portfolio, ranked #68.

Post Resch Tallon Group first reported a position in HPS in Q4 2024 and has held it in 7 quarters since. The position peaked at $392K in Q3 2025. 12 funds tracked by Wall St. Rank hold HPS as of Q2 2026.

Post Resch Tallon Group held 25,836 shares of John Hancock Preferred Income Fund III worth $376K as of Q2 2026.
Post Resch Tallon Group bought 27 John Hancock Preferred Income Fund III shares in Q2 2026, an estimated $392.
John Hancock Preferred Income Fund III made up 0.26% of Post Resch Tallon Group's portfolio in Q2 2026, its #68 holding.
Post Resch Tallon Group first reported a position in John Hancock Preferred Income Fund III in Q4 2024 and has held it in 7 quarters since.
Post Resch Tallon Group's John Hancock Preferred Income Fund III position peaked at $392K in Q3 2025.
12 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q2 2026.

Based on Post Resch Tallon Group's 13F filing for Q2 2026, filed 7 Jul 2026.