SFS
JHS

Shaker Financial Services’s John Hancock Income Securities Trust JHS Stock Holding History

Shaker Financial Services’s Portfolio JHS Stock Details JHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-13,397
Closed -$156K – 175
2025
Q3 		$156K Sell
13,397
-13,122
-49% -$151K 0.05% 142
2025
Q2 		$299K Sell
26,519
-2,357
-8% -$26.3K 0.11% 129
2025
Q1 		$327K Sell
28,876
-936
-3% -$10.5K 0.13% 130
2024
Q4 		$334K Sell
29,812
-27,518
-48% -$316K 0.13% 144
2024
Q3 		$666K Buy
57,330
+14,217
+33% +$162K 0.25% 100
2024
Q2 		$470K Buy
43,113
+17,196
+66% +$190K 0.19% 112
2024
Q1 		$290K Buy
+25,917
New +$284K 0.11% 132
2020
Q3 		– Sell
-32,915
Closed -$475K – 177
2020
Q2 		$475K Buy
+32,915
New +$466K 0.26% 101
2020
Q1 		– Sell
-19,769
Closed -$293K – 179
2019
Q4 		$293K Buy
19,769
+5,846
+42% +$84.9K 0.13% 118
2019
Q3 		$202K Sell
13,923
-6,313
-31% -$91.6K 0.1% 127
2019
Q2 		$291K Buy
+20,236
New +$285K 0.15% 103
2014
Q3 		– Sell
-17,021
Closed -$249K – 156
2014
Q2 		$249K Buy
+17,021
New +$249K 0.15% 127
2014
Q1 		– Sell
-17,079
Closed -$244K – 159
2013
Q4 		$244K Sell
17,079
-1,510
-8% -$21.2K 0.17% 126
2013
Q3 		$262K Buy
+18,589
New +$264K 0.19% 137

Other funds holding JHS

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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 $29.2B AUM 20.16% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Shaker Financial Services's JHS Position: Q4 2025 in Review

Shaker Financial Services sold out of John Hancock Income Securities Trust (JHS) in Q4 2025, closing a stake of 13,397 shares — an estimated $156K sold.

Shaker Financial Services first reported a position in JHS in Q3 2013 and held it in 14 quarters. The position peaked at $666K in Q3 2024. 30 funds tracked by Wall St. Rank hold JHS as of Q4 2025.

  • Shaker Financial Services reported no remaining John Hancock Income Securities Trust position as of Q4 2025 after selling out during the quarter.
  • Shaker Financial Services sold 13,397 John Hancock Income Securities Trust shares in Q4 2025, an estimated $156K.
  • Shaker Financial Services first reported a position in John Hancock Income Securities Trust in Q3 2013 and held it in 14 quarters.
  • Shaker Financial Services's John Hancock Income Securities Trust position peaked at $666K in Q3 2024.
  • 30 funds tracked by Wall St. Rank held John Hancock Income Securities Trust as of Q4 2025.

Based on Shaker Financial Services's 13F filing for Q4 2025, filed 26 Jan 2026.