HPS β€” HANCOCK JOHN PFD INCOME FD I

Ownership history in Post Resch Tallon Group Inc.  Β·  5 quarters on record

AI Ownership Summary

Post Resch Tallon Group Inc. reported HANCOCK JOHN PFD INCOME FD I (HPS) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.37% in 2025 Q1. The latest visible filing shows HPS at 0.31% 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 HPS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Post Resch Tallon Group Inc.'s position in HANCOCK JOHN PFD INCOME FD I, 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
2025 Q4

HPS was reported at 0.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.37% in 2025 Q1

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

Time in book
Holding Window
2024 Q4 to 2025 Q4

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 Post Resch Tallon Group Inc. held HPS β€” position size vs. price
% of Fund (quarterly)    HPS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 25,783 +376 +1.5% 0.31% $372K 2026-02-14 (Est.) $14.68
2025 Q3 ADDED 25,407 +1,533 +6.4% 0.35% $392K 2025-11-05 $14.86
2025 Q2 ADDED 23,874 +17 +0.1% 0.33% $340K 2025-07-09 $13.49
2025 Q1 ADDED 23,857 +24 +0.1% 0.37% $358K 2025-04-23 $13.04
2024 Q4 INITIATED 23,833 β€” β€” 0.35% $360K 2025-02-04 $13.65

FAQ About Post Resch Tallon Group Inc. and HPS

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

How long has Post Resch Tallon Group Inc. reported owning HPS?

Post Resch Tallon Group Inc. reported HPS across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported HPS position in Post Resch Tallon Group Inc.'s portfolio?

The largest reported portfolio weight for HPS was 0.37% in 2025 Q1.

What is the latest reported HPS position on this page?

The most recent filing on this page is 2025 Q4, when Post Resch Tallon Group Inc. reported 25,783 shares, equal to 0.31% of portfolio, with an estimated market value of $372K.

What does the chart on this HPS ownership page compare?

The chart compares Post Resch Tallon Group Inc.'s quarterly HPS 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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