Steward Partners Investment Advisory’s John Hancock Preferred Income Fund III HPS Stock Holding History

Steward Partners Investment Advisory’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	$7.57K	Buy	531 +7	+1%	+$102	﹤0.01%	3661
2025 Q4	$7.55K	Buy	524 +7	+1%	+$105	﹤0.01%	3560
2025 Q3	$7.99K	Sell	517 -4,632	-90%	-$68.1K	﹤0.01%	3495
2025 Q2	$73.4K	Buy	5,149 +31	+0.6%	+$442	﹤0.01%	2282
2025 Q1	$76.8K	Hold	5,118	–	–	﹤0.01%	2169
2024 Q4	$76.9K	Hold	5,118	–	–	﹤0.01%	2112
2024 Q3	$88.2K	Buy	5,118 +2,605	+104%	+$42.3K	﹤0.01%	1940
2024 Q2	$39.7K	Hold	2,513	–	–	﹤0.01%	2213
2024 Q1	$38.8K	Hold	2,513	–	–	﹤0.01%	2230
2023 Q4	$35.5K	Sell	2,513 -4	-0.2%	-$52	﹤0.01%	2130
2023 Q3	$33.6K	Hold	2,517	–	–	﹤0.01%	2084
2023 Q2	$35.3K	Hold	2,517	–	–	﹤0.01%	2029
2023 Q1	$36.8K	Hold	2,517	–	–	﹤0.01%	1984
2022 Q4	$36.3K	Hold	2,517	–	–	﹤0.01%	1964
2022 Q3	$38K	Hold	2,517	–	–	﹤0.01%	1922
2022 Q2	$40K	Sell	2,517 -504	-17%	-$8.39K	﹤0.01%	1912
2022 Q1	$54K	Hold	3,021	–	–	﹤0.01%	1877
2021 Q4	$57K	Sell	3,021 -101	-3%	-$1.93K	﹤0.01%	1842
2021 Q3	$58K	Hold	3,122	–	–	﹤0.01%	1815
2021 Q2	$60K	Hold	3,122	–	–	﹤0.01%	2952
2021 Q1	$56.8K	Hold	3,122	–	–	﹤0.01%	1921
2020 Q4	$54K	Sell	3,122 -300	-9%	-$4.97K	﹤0.01%	1631
2020 Q3	$55K	Hold	3,422	–	–	﹤0.01%	1461
2020 Q2	$54K	Hold	3,422	–	–	﹤0.01%	1382
2020 Q1	$46K	Hold	3,422	–	–	﹤0.01%	1295
2019 Q4	$66K	Sell	3,422 -100	-3%	-$1.91K	﹤0.01%	1284
2019 Q3	$70K	Hold	3,522	–	–	﹤0.01%	1216
2019 Q2	$68K	Buy	+3,522	New	+$66.6K	﹤0.01%	1213
2018 Q4	–	Sell	-3,782	Closed	-$71K	–	1366
2018 Q3	$71K	Hold	3,782	–	–	﹤0.01%	1050
2018 Q2	$71K	Buy	3,782 +661	+21%	+$11.9K	﹤0.01%	964
2018 Q1	$55K	Buy	3,121 +8	+0.3%	+$142	﹤0.01%	973
2017 Q4	$58K	Buy	+3,113	New	+$57.7K	﹤0.01%	787

Other funds holding HPS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Steward Partners Investment Advisory's HPS Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its John Hancock Preferred Income Fund III (HPS) stake by 1.3% in Q1 2026, buying an estimated $102 and bringing the position to 531 shares worth $7.57K. The position accounts for ﹤0.01% of the portfolio, ranked #3661.

Steward Partners Investment Advisory first reported a position in HPS in Q4 2017 and has held it in 32 quarters since. The position peaked at $88.2K in Q3 2024. 60 funds tracked by Wall St. Rank hold HPS as of Q1 2026.

Steward Partners Investment Advisory held 531 shares of John Hancock Preferred Income Fund III worth $7.57K as of Q1 2026.
Steward Partners Investment Advisory bought 7 John Hancock Preferred Income Fund III shares in Q1 2026, an estimated $102.
John Hancock Preferred Income Fund III made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3661 holding.
Steward Partners Investment Advisory first reported a position in John Hancock Preferred Income Fund III in Q4 2017 and has held it in 32 quarters since.
Steward Partners Investment Advisory's John Hancock Preferred Income Fund III position peaked at $88.2K in Q3 2024.
60 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.