Raymond James Financial’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

Raymond James Financial’s Portfolio HEQ Stock Details HEQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$366K	Buy	31,866 +203	+0.6%	+$2.33K	﹤0.01%	4708
2026 Q1	$344K	Buy	31,663 +5,388	+21%	+$59.7K	﹤0.01%	4585
2025 Q4	$282K	Buy	26,275 +201	+0.8%	+$2.16K	﹤0.01%	4615
2025 Q3	$278K	Buy	26,074 +123	+0.5%	+$1.31K	﹤0.01%	4450
2025 Q2	$275K	Sell	25,951 -122	-0.5%	-$1.26K	﹤0.01%	4346
2025 Q1	$271K	Buy	26,073 +4,097	+19%	+$42.9K	﹤0.01%	4269
2024 Q4	$224K	Buy	+21,976	New	+$237K	﹤0.01%	4341

Other funds holding HEQ

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Raymond James Financial's HEQ Position: Q2 2026 in Review

Raymond James Financial increased its John Hancock Hedged Equity & Income Fund (HEQ) stake by 0.64% in Q2 2026, buying an estimated $2.33K and bringing the position to 31,866 shares worth $366K. The position accounts for ﹤0.01% of the portfolio, ranked #4708.

Raymond James Financial first reported a position in HEQ in Q4 2024 and has held it in 7 quarters since. 36 funds tracked by Wall St. Rank hold HEQ as of Q2 2026.

Raymond James Financial held 31,866 shares of John Hancock Hedged Equity & Income Fund worth $366K as of Q2 2026.
Raymond James Financial bought 203 John Hancock Hedged Equity & Income Fund shares in Q2 2026, an estimated $2.33K.
John Hancock Hedged Equity & Income Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4708 holding.
Raymond James Financial first reported a position in John Hancock Hedged Equity & Income Fund in Q4 2024 and has held it in 7 quarters since.
36 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.