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

Sowell 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 Q2	$675K	Sell	46,397 -1,708	-4%	-$24.8K	0.02%	567
2026 Q1	$685K	Buy	48,105 +3,192	+7%	+$46.5K	0.03%	535
2025 Q4	$647K	Sell	44,913 -1,418	-3%	-$21.3K	0.02%	566
2025 Q3	$715K	Buy	46,331 +22	+0%	+$323	0.03%	528
2025 Q2	$660K	Sell	46,309 -147	-0.3%	-$2.1K	0.03%	538
2025 Q1	$697K	Buy	46,456 +21	+0%	+$317	0.03%	500
2024 Q4	$698K	Buy	+46,435	New	+$739K	0.04%	370
2024 Q3	–	Sell	-47,338	Closed	-$751K	–	556
2024 Q2	$751K	Sell	47,338 -1,508	-3%	-$23.2K	0.04%	379
2024 Q1	$756K	Sell	48,846 -6,492	-12%	-$96.4K	0.04%	393
2023 Q4	$797K	Buy	55,338 +157	+0.3%	+$2.04K	0.04%	365
2023 Q3	$745K	Buy	55,181 +148	+0.3%	+$2.05K	0.05%	349
2023 Q2	$780K	Buy	55,033 +8,400	+18%	+$116K	0.04%	394
2023 Q1	$682K	Hold	46,633	–	–	0.05%	374
2022 Q4	$673K	Hold	46,633	–	–	0.04%	385
2022 Q3	$699K	Buy	+46,633	New	+$749K	0.07%	276
2022 Q1	–	Sell	-36,475	Closed	-$684K	–	302
2021 Q4	$684K	Sell	36,475 -10,158	-22%	-$194K	0.04%	391
2021 Q3	$873K	Buy	46,633 +3,700	+9%	+$70.9K	0.06%	314
2021 Q2	$825K	Buy	42,933 +1,400	+3%	+$26.3K	0.05%	345
2021 Q1	$775K	Buy	+41,533	New	+$708K	0.03%	486

Other funds holding HPS

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sowell Financial Services's HPS Position: Q2 2026 in Review

Sowell Financial Services reduced its John Hancock Preferred Income Fund III (HPS) stake by 3.6% in Q2 2026, selling an estimated $24.8K and leaving 46,397 shares worth $675K. The position accounts for 0.02% of the portfolio, ranked #567.

Sowell Financial Services first reported a position in HPS in Q1 2021 and has held it in 19 quarters since. The position peaked at $873K in Q3 2021. 69 funds tracked by Wall St. Rank hold HPS as of Q2 2026.

Sowell Financial Services held 46,397 shares of John Hancock Preferred Income Fund III worth $675K as of Q2 2026.
Sowell Financial Services sold 1,708 John Hancock Preferred Income Fund III shares in Q2 2026, an estimated $24.8K.
John Hancock Preferred Income Fund III made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #567 holding.
Sowell Financial Services first reported a position in John Hancock Preferred Income Fund III in Q1 2021 and has held it in 19 quarters since.
Sowell Financial Services's John Hancock Preferred Income Fund III position peaked at $873K in Q3 2021.
69 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.