PETRA FINANCIAL ADVISORS INC JHS HANCOCK JOHN INCOME SECS TR

Ownership history in PETRA FINANCIAL ADVISORS INC  ·  7 quarters on record

AI Ownership Summary

PETRA FINANCIAL ADVISORS INC reported HANCOCK JOHN INCOME SECS TR (JHS) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.17% in 2026 Q1. The latest visible filing shows JHS at 0.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JHS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PETRA FINANCIAL ADVISORS INC's position in HANCOCK JOHN INCOME SECS TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

JHS was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How PETRA FINANCIAL ADVISORS INC held JHS — position size vs. price
% of Fund (quarterly)    JHS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 25,657 +6,532 +34.2% 0.17% $281K 2026-05-13 $10.98
2025 Q4 ADDED 19,125 +8,010 +72.1% 0.13% $224K 2026-01-21 $11.49
2025 Q3 UNCHANGED 11,115 0% 0.08% $130K 2025-11-07 $11.03
2025 Q2 UNCHANGED 11,115 0% 0.08% $125K 2025-08-01 $10.80
2025 Q1 UNCHANGED 11,115 0% 0.10% $126K 2025-04-22 $10.25
2024 Q4 UNCHANGED 11,115 0% 0.08% $124K 2025-02-10 $10.29
2024 Q3 INITIATED 11,115 0.09% $129K 2024-10-28 $10.53

FAQ About PETRA FINANCIAL ADVISORS INC and JHS

These are the practical questions this page is built to answer before you even open the full history table.

How long has PETRA FINANCIAL ADVISORS INC reported owning JHS?

PETRA FINANCIAL ADVISORS INC reported JHS across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported JHS position in PETRA FINANCIAL ADVISORS INC's portfolio?

The largest reported portfolio weight for JHS was 0.17% in 2026 Q1.

What is the latest reported JHS position on this page?

The most recent filing on this page is 2026 Q1, when PETRA FINANCIAL ADVISORS INC reported 25,657 shares, equal to 0.17% of portfolio, with an estimated market value of $281K.

What does the chart on this JHS ownership page compare?

The chart compares PETRA FINANCIAL ADVISORS INC's quarterly JHS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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