WSFS
HPS

Wilmington Savings Fund Society’s John Hancock Preferred Income Fund III HPS Stock Holding History

Wilmington Savings Fund Society’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
2025
Q1 		– Sell
-2,000
Closed -$30.1K – 2106
2024
Q4 		$30.1K Hold
2,000
– – ﹤0.01% 1388
2024
Q3 		$34.5K Buy
+2,000
New +$32.5K ﹤0.01% 1321

Other funds holding HPS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 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

Wilmington Savings Fund Society's HPS Position: Q1 2025 in Review

Wilmington Savings Fund Society sold out of John Hancock Preferred Income Fund III (HPS) in Q1 2025, closing a stake of 2,000 shares — an estimated $30.1K sold.

Wilmington Savings Fund Society first reported a position in HPS in Q3 2024 and held it in 2 quarters. The position peaked at $34.5K in Q3 2024. 60 funds tracked by Wall St. Rank hold HPS as of Q1 2025.

  • Wilmington Savings Fund Society reported no remaining John Hancock Preferred Income Fund III position as of Q1 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 2,000 John Hancock Preferred Income Fund III shares in Q1 2025, an estimated $30.1K.
  • Wilmington Savings Fund Society first reported a position in John Hancock Preferred Income Fund III in Q3 2024 and held it in 2 quarters.
  • Wilmington Savings Fund Society's John Hancock Preferred Income Fund III position peaked at $34.5K in Q3 2024.
  • 60 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q1 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q1 2025, filed 8 May 2025.