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

Stifel Financial’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	$210K	Hold	14,465	–	–	﹤0.01%	3486
2026 Q1	$206K	Hold	14,465	–	–	﹤0.01%	3415
2025 Q4	$208K	Hold	14,465	–	–	﹤0.01%	3363
2025 Q3	$223K	Sell	14,465 -931	-6%	-$13.7K	﹤0.01%	3279
2025 Q2	$220K	Sell	15,396 -604	-4%	-$8.61K	﹤0.01%	3221
2025 Q1	$240K	Buy	16,000 +25	+0.2%	+$377	﹤0.01%	3096
2024 Q4	$240K	Buy	15,975 +23	+0.1%	+$366	﹤0.01%	3074
2024 Q3	$275K	Sell	15,952 -679	-4%	-$11K	﹤0.01%	3000
2024 Q2	$263K	Buy	+16,631	New	+$255K	﹤0.01%	2982
2024 Q1	–	Sell	-10,586	Closed	-$150K	–	3371
2023 Q4	$150K	Buy	+10,586	New	+$137K	﹤0.01%	3108
2023 Q2	–	Sell	-16,665	Closed	-$244K	–	3358
2023 Q1	$244K	Buy	+16,665	New	+$249K	﹤0.01%	2941
2019 Q2	–	Sell	-10,775	Closed	-$201K	–	2997
2019 Q1	$201K	Buy	+10,775	New	+$194K	﹤0.01%	2590

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

Stifel Financial's HPS Position: Q2 2026 in Review

Stifel Financial held its John Hancock Preferred Income Fund III (HPS) position steady in Q2 2026 at 14,465 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #3486.

Stifel Financial first reported a position in HPS in Q1 2019 and has held it in 12 quarters since. The position peaked at $275K in Q3 2024. 69 funds tracked by Wall St. Rank hold HPS as of Q2 2026.

Stifel Financial held 14,465 shares of John Hancock Preferred Income Fund III worth $210K as of Q2 2026.
Stifel Financial left its John Hancock Preferred Income Fund III share count unchanged in Q2 2026.
John Hancock Preferred Income Fund III made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3486 holding.
Stifel Financial first reported a position in John Hancock Preferred Income Fund III in Q1 2019 and has held it in 12 quarters since.
Stifel Financial's John Hancock Preferred Income Fund III position peaked at $275K in Q3 2024.
69 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.