John Hancock Preferred Income Fund II
HPF- Exchange
- NYSE
- SEC CIK
- 0001189740
No open-market purchases or sales by John Hancock Preferred Income Fund II insiders were filed in the last 90 days; 48 institutions reported holding it in 13F filings for Q2 2026, worth $43.2M in total; no superinvestor holds it.
13F holders, Q3 2021
Institutional positions in John Hancock Preferred Income Fund II as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 48
- −8 vs. Q2 2021
- Shares held
- 1.49M
- −132.7K (−8.2%) vs. Q2 2021
- Total value
- $32.3M
- −$2.71M (−7.7%) vs. Q2 2021
- New holders
- 1
- 12 more added
- Sold out
- 9
- 16 more reduced
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HPF on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 48 | $43.2M |
| Q1 2026 | 44 | $39.5M |
| Q4 2025 | 47 | $41.9M |
| Q3 2025 | 47 | $41.5M |
| Q2 2025 | 51 | $34.5M |
| Q1 2025 | 44 | $34.1M |
| Q4 2024 | 47 | $32.1M |
| Q3 2024 | 48 | $39.4M |
| Q2 2024 | 47 | $33.3M |
| Q1 2024 | 43 | $25.2M |
| Q4 2023 | 47 | $23.5M |
| Q3 2023 | 46 | $19.9M |
| Q2 2023 | 42 | $19.5M |
| Q1 2023 | 45 | $20.6M |
| Q4 2022 | 51 | $20.4M |
| Q3 2022 | 45 | $23.5M |
| Q2 2022 | 52 | $26.3M |
| Q1 2022 | 45 | $25.4M |
| Q4 2021 | 49 | $30.8M |
| Q3 2021 | 48 | $32.3M |
| Q2 2021 | 56 | $35.0M |
| Q1 2021 | 54 | $40.4M |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding John Hancock Preferred Income Fund II; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 94 | $2.00K | 0.00% | −690−88.0% | Reduced |
| Sound Income Strategies, LLC | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 400 | $9.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 483 | $10.0K | 0.00% | +9+1.9% | Added |
| IVC Wealth Advisors LLC | – | $11.0K | 0.01% | – | New |
| Joseph P. Lucia & Associates, LLC | 721 | $16.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 800 | $17.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 770 | $17.0K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 898 | $20.0K | 0.01% | +15+1.7% | Added |
| Citigroup Inc | 973 | $21.0K | 0.00% | +121+14.2% | Added |
| Cullen/Frost Bankers, Inc. | 1,000 | $22.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,000 | $22.0K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,075 | $23.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,100 | $23.0K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 1,227 | $27.0K | 0.02% | +1+0.1% | Added |
| SOA Wealth Advisors, LLC. | 1,678 | $36.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 2,879 | $62.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 3,191 | $69.3K | 0.01% | +5+0.2% | Added |
| Montag A & Associates Inc | 5,145 | $112.0K | 0.01% | 00.0% | Unchanged |
| Danda Trouve Investment Management, Inc. | 7,427 | $161.0K | 0.19% | −1,406−15.9% | Reduced |
| Spire Wealth Management | 7,674 | $167.0K | 0.00% | +93+1.2% | Added |
| NEXT Financial Group, Inc | 9,036 | $197.0K | 0.02% | +2,573+39.8% | Added |
| Bank of America Corp | 9,676 | $209.0K | 0.00% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 10,000 | $217.0K | 0.17% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 10,071 | $219.0K | 0.01% | −200−1.9% | Reduced |
| ProVise Management Group, LLC | 10,500 | $228.0K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 10,732 | $233.0K | 0.00% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 10,891 | $236.0K | 0.05% | 00.0% | Unchanged |
| Wedbush Securities Inc | 11,199 | $243.0K | 0.01% | +880+8.5% | Added |
| Mid Atlantic Financial Management Inc | 15,025 | $326.0K | 0.02% | −13,500−47.3% | Reduced |
| American Portfolios Advisors | 15,766 | $342.1K | 0.01% | −40−0.3% | Reduced |
| Northern Trust Corp | 17,500 | $380.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 20,409 | $443.0K | 0.00% | −115−0.6% | Reduced |
| Royal Bank of Canada | 22,978 | $499.0K | 0.00% | −6,850−23.0% | Reduced |
| Private Advisor Group, LLC | 24,866 | $540.0K | 0.00% | +2,143+9.4% | Added |
| LPL Financial LLC | 40,341 | $875.0K | 0.00% | −1,489−3.6% | Reduced |
| International Assets Investment Management, LLC | 57,652 | $1.25M | 0.22% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 63,083 | $1.37M | 0.01% | +10,092+19.0% | Added |
| Advisor Group Holdings, Inc. | 67,302 | $1.46M | 0.00% | +876+1.3% | Added |
| Koshinski Asset Management, Inc. | 69,162 | $1.50M | 0.13% | −311−0.4% | Reduced |
| Commonwealth Equity Services, LLC | 70,898 | $1.54M | 0.00% | −1,257−1.7% | Reduced |
| Cetera Advisors LLC | 75,123 | $1.63M | 0.03% | −33,468−30.8% | Reduced |
| Parametric Portfolio Associates LLC | 92,467 | $2.01M | 0.00% | −23,027−19.9% | Reduced |
| B. Riley Wealth Management, Inc. | 107,487 | $2.33M | 0.18% | −790−0.7% | Reduced |
| Guggenheim Capital LLC | 114,859 | $2.49M | 0.02% | −1,112−1.0% | Reduced |
| Morgan Stanley | 118,147 | $2.56M | 0.00% | −2,674−2.2% | Reduced |
| Invesco Ltd. | 154,109 | $3.34M | 0.00% | −23,158−13.1% | Reduced |
| UBS Group AG | 221,452 | $4.80M | 0.00% | +8,930+4.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −18,176−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −9,680−100.0% | Sold out |
| Parsons Capital Management Inc | 0 | $0 | 0.00% | −9,648−100.0% | Sold out |
| Raffa Wealth Management, LLC | 0 | $0 | 0.00% | −4,992−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,609−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −1,340−100.0% | Sold out |
| Rocky Mountain Advisers, LLC | 0 | $0 | 0.00% | −334−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |