Raymond James Financial
JHI

Raymond James Financial’s John Hancock Investors Trust JHI Stock Holding History

Raymond James Financial’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
-10,000
Closed -$140K – 5262
2025
Q3 		$140K Buy
10,000
+5,000
+100% +$70.3K ﹤0.01% 4693
2025
Q2 		$69.2K Buy
+5,000
New +$66.4K ﹤0.01% 5045

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

Raymond James Financial's JHI Position: Q4 2025 in Review

Raymond James Financial sold out of John Hancock Investors Trust (JHI) in Q4 2025, closing a stake of 10,000 shares — an estimated $140K sold.

Raymond James Financial first reported a position in JHI in Q2 2025 and held it in 2 quarters. The position peaked at $140K in Q3 2025. 35 funds tracked by Wall St. Rank hold JHI as of Q4 2025.

  • Raymond James Financial reported no remaining John Hancock Investors Trust position as of Q4 2025 after selling out during the quarter.
  • Raymond James Financial sold 10,000 John Hancock Investors Trust shares in Q4 2025, an estimated $140K.
  • Raymond James Financial first reported a position in John Hancock Investors Trust in Q2 2025 and held it in 2 quarters.
  • Raymond James Financial's John Hancock Investors Trust position peaked at $140K in Q3 2025.
  • 35 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q4 2025.

Based on Raymond James Financial's 13F filing for Q4 2025, filed 18 Feb 2026.