Axim Planning & Wealth
- SEC CIK
- 0001950607
- Latest filing
- Aug 13, 2026
HPF holding history
John Hancock Preferred Income Fund II in every 13F filed by Axim Planning & Wealth, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
HPF overviewAll 13F holders of HPFFull Q2 2026 holdings
- Shares (Q2 2026)
- 245,354
- Value
- $3.89M
- % of portfolio
- 5.5%
- Quarters held
- 11
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 245,354 | $3.89M | 5.5% | −26,897−9.9% | Reduced | Holders |
| Q1 2026 | 272,251 | $4.25M | 5.2% | −50,759−15.7% | Reduced | Holders |
| Q4 2025 | 323,010 | $5.19M | 5.5% | −9,800−2.9% | Reduced | Holders |
| Q3 2025 | 332,810 | $5.61M | 4.5% | +10,752+3.3% | Added | Holders |
| Q2 2025 | 322,058 | $5.09M | 4.7% | −11,260−3.4% | Reduced | Holders |
| Q1 2025 | 333,318 | $5.54M | 4.9% | −77,970−19.0% | Reduced | Holders |
| Q4 2024 | 411,288 | $6.81M | 7.2% | −8,715−2.1% | Reduced | Holders |
| Q3 2024 | 420,003 | $7.83M | 8.8% | +51,730+14.0% | Added | Holders |
| Q2 2024 | 368,273 | $6.25M | 7.5% | +201,080+120.3% | Added | Holders |
| Q1 2024 | 167,193 | $2.76M | 2.2% | +79,193+90.0% | Added | Holders |
| Q4 2023 | 88,000 | $1.39M | 1.3% | +88,000 | New | Holders |