Shaker Financial Services’s John Hancock Preferred Income Fund III HPS Stock Holding History

Shaker Financial Services’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 Q3	$1.1M	Buy	+91,089	New	+$1.26M	0.36%	86
2024 Q1	–	Sell	-47,653	Closed	-$674K	–	167
2023 Q4	$674K	Buy	+47,653	New	+$618K	0.28%	96
2021 Q2	–	Sell	-38,331	Closed	-$698K	–	175
2021 Q1	$698K	Sell	38,331 -9,507	-20%	-$162K	0.28%	106
2020 Q4	$827K	Buy	47,838 +21,341	+81%	+$354K	0.34%	93
2020 Q3	$423K	Buy	+26,497	New	+$432K	0.23%	110
2019 Q1	–	Sell	-12,000	Closed	-$190K	–	133
2018 Q4	$190K	Buy	+12,000	New	+$208K	0.11%	106
2018 Q1	–	Sell	-15,693	Closed	-$294K	–	125
2017 Q4	$294K	Sell	15,693 -14,779	-49%	-$274K	0.14%	105
2017 Q3	$573K	Buy	+30,472	New	+$575K	0.3%	76
2017 Q2	–	Sell	-34,853	Closed	-$643K	–	120
2017 Q1	$643K	Buy	34,853 +18,403	+112%	+$336K	0.36%	71
2016 Q4	$292K	Buy	+16,450	New	+$291K	0.17%	92
2016 Q1	–	Sell	-11,550	Closed	-$206K	–	101
2015 Q4	$206K	Sell	11,550 -27,839	-71%	-$476K	0.14%	92
2015 Q3	$656K	Sell	39,389 -151	-0.4%	-$2.54K	0.49%	62
2015 Q2	$660K	Buy	+39,540	New	+$704K	0.41%	72
2014 Q4	–	Sell	-67,610	Closed	-$1.18M	–	149
2014 Q3	$1.18M	Buy	67,610 +3,227	+5%	+$56.7K	0.77%	50
2014 Q2	$1.15M	Buy	64,383 +25,169	+64%	+$445K	0.7%	47
2014 Q1	$679K	Buy	39,214 +28,351	+261%	+$472K	0.45%	74
2013 Q4	$169K	Buy	+10,863	New	+$174K	0.12%	141
2013 Q3	–	Sell	-53,745	Closed	-$979K	–	166
2013 Q2	$979K	Buy	+53,745	New	+$1.04M	0.72%	48

Other funds holding HPS

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return

Arkfeld Wealth Strategies Omaha, Nebraska $357M AUM 21.48% 1-Year Est. Return

Activest Wealth Management Aventure, Florida $540M AUM 34.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

PW Nova Financial Services Newtown, Pennsylvania $491M AUM 22.36% 1-Year Est. Return

Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return

Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return

Shaker Financial Services's HPS Position: Q3 2026 in Review

Shaker Financial Services opened a new position in John Hancock Preferred Income Fund III (HPS) in Q3 2026: 91,089 shares worth $1.1M. The stake represents 0.36% of the portfolio and ranks #86 among its holdings. This is a return to the name: Shaker Financial Services previously reported a position in HPS as recently as Q4 2023.

Shaker Financial Services first reported a position in HPS in Q2 2013 and has held it in 18 quarters since. The position peaked at $1.18M in Q3 2014. 12 funds tracked by Wall St. Rank hold HPS as of Q3 2026.

Shaker Financial Services held 91,089 shares of John Hancock Preferred Income Fund III worth $1.1M as of Q3 2026.
John Hancock Preferred Income Fund III was a new Shaker Financial Services position in Q3 2026.
John Hancock Preferred Income Fund III made up 0.36% of Shaker Financial Services's portfolio in Q3 2026, its #86 holding.
Shaker Financial Services first reported a position in John Hancock Preferred Income Fund III in Q2 2013 and has held it in 18 quarters since.
Shaker Financial Services's John Hancock Preferred Income Fund III position peaked at $1.18M in Q3 2014.
12 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q3 2026.

Based on Shaker Financial Services's 13F filing for Q3 2026, filed 14 Oct 2026.