Raymond James Financial
HPS

Raymond James Financial’s John Hancock Preferred Income Fund III HPS Stock Holding History

Raymond James Financial’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
Q1 		$245K Sell
17,177
-1,036
-6% -$15.1K ﹤0.01% 4773
2025
Q4 		$262K Buy
18,213
+24
+0.1% +$361 ﹤0.01% 4657
2025
Q3 		$281K Sell
18,189
-237
-1% -$3.48K ﹤0.01% 4448
2025
Q2 		$263K Sell
18,426
-1,491
-7% -$21.2K ﹤0.01% 4375
2025
Q1 		$299K Sell
19,917
-762
-4% -$11.5K ﹤0.01% 4223
2024
Q4 		$311K Buy
+20,679
New +$329K ﹤0.01% 4165

Other funds holding HPS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Raymond James Financial's HPS Position: Q1 2026 in Review

Raymond James Financial reduced its John Hancock Preferred Income Fund III (HPS) stake by 5.7% in Q1 2026, selling an estimated $15.1K and leaving 17,177 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #4773.

Raymond James Financial first reported a position in HPS in Q4 2024 and has held it in 6 quarters since. The position peaked at $311K in Q4 2024. 60 funds tracked by Wall St. Rank hold HPS as of Q1 2026.

  • Raymond James Financial held 17,177 shares of John Hancock Preferred Income Fund III worth $245K as of Q1 2026.
  • Raymond James Financial sold 1,036 John Hancock Preferred Income Fund III shares in Q1 2026, an estimated $15.1K.
  • John Hancock Preferred Income Fund III made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4773 holding.
  • Raymond James Financial first reported a position in John Hancock Preferred Income Fund III in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's John Hancock Preferred Income Fund III position peaked at $311K in Q4 2024.
  • 60 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.