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, Q4 2022
Institutional positions in John Hancock Preferred Income Fund II as of Dec 31, 2022. 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
- 51
- +8 vs. Q3 2022
- Shares held
- 1.33M
- −73.5K (−5.3%) vs. Q3 2022
- Total value
- $20.4M
- −$2.64M (−11.5%) vs. Q3 2022
- New holders
- 14
- 14 more added
- Sold out
- 6
- 9 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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, Q4 2022
Shares, value and share of portfolio for each institution holding John Hancock Preferred Income Fund II; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 317,472 | $4.98M | 0.00% | −51,723−14.0% | Reduced |
| Invesco Ltd. | 175,843 | $2.76M | 0.00% | +2,361+1.4% | Added |
| Morgan Stanley | 149,798 | $2.35M | 0.00% | +5,092+3.5% | Added |
| Koshinski Asset Management, Inc. | 83,209 | $1.30M | 0.13% | +3,348+4.2% | Added |
| National Asset Management, Inc. | 78,039 | $1.22M | 0.03% | −7,164−8.4% | Reduced |
| Commonwealth Equity Services, LLC | 61,449 | $963.0K | 0.00% | −555−0.9% | Reduced |
| Advisor Group Holdings, Inc. | 61,337 | $961.6K | 0.00% | +4,806+8.5% | Added |
| Guggenheim Capital LLC | 59,332 | $930.3K | 0.01% | +7,663+14.8% | Added |
| Kestra Advisory Services, LLC | 36,492 | $572.2K | 0.01% | −14,340−28.2% | Reduced |
| GWM Advisors LLC | 25,308 | $385.7K | 0.01% | +400+1.6% | Added |
| LPL Financial LLC | 22,505 | $352.9K | 0.00% | −2,417−9.7% | Reduced |
| Royal Bank of Canada | 21,316 | $334.0K | 0.00% | −751−3.4% | Reduced |
| Wells Fargo & Company | 18,789 | $294.6K | 0.00% | −1,264−6.3% | Reduced |
| Wedbush Securities Inc | 16,150 | $253.0K | 0.01% | +450+2.9% | Added |
| Cetera Investment Advisers | 15,386 | $241.3K | 0.00% | +15,386 | New |
| Shaker Financial Services, LLC | 14,787 | $231.9K | 0.11% | +14,787 | New |
| Atria Wealth Solutions, Inc. | 14,124 | $221.5K | 0.00% | +1,211+9.4% | Added |
| Bank of America Corp | 13,178 | $206.6K | 0.00% | +3,647+38.3% | Added |
| MSH Capital Advisors LLC | 12,889 | $202.1K | 0.09% | 00.0% | Unchanged |
| Stifel Financial Corp | 11,273 | $176.8K | 0.00% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 10,891 | $170.8K | 0.04% | 00.0% | Unchanged |
| Captrust Financial Advisors | 10,683 | $167.5K | 0.00% | +10,683 | New |
| Vanguard Capital Wealth Advisors | 10,000 | $156.8K | 0.18% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 8,395 | $131.6K | 0.01% | +25+0.3% | Added |
| Spire Wealth Management | 8,205 | $129.0K | 0.01% | +142+1.8% | Added |
| Belpointe Asset Management LLC | 7,589 | $119.0K | 0.01% | +7,589 | New |
| Hollencrest Capital Management | 6,159 | $96.6K | 0.01% | +6,159 | New |
| Montag A & Associates Inc | 5,145 | $80.7K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 4,155 | $65.2K | 0.02% | +4,155 | New |
| Webster Bank, N. A. | 2,879 | $45.0K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 2,615 | $41.0K | 0.02% | +2,615 | New |
| CoreCap Advisors, LLC | 2,250 | $35.3K | 0.00% | +2,250 | New |
| Anchor Investment Management, LLC | 2,073 | $32.5K | 0.00% | −992−32.4% | Reduced |
| SOA Wealth Advisors, LLC. | 1,678 | $26.3K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,359 | $21.3K | 0.00% | +1,359 | New |
| Clearview Wealth Advisors LLC | 1,316 | $20.6K | 0.02% | +30+2.3% | Added |
| Northwestern Mutual Wealth Management Co | 1,075 | $16.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 730 | $16.0K | 0.00% | +6+0.8% | Added |
| Winch Advisory Services, LLC | 1,052 | $16.0K | 0.01% | +1,052 | New |
| Cullen/Frost Bankers, Inc. | 1,000 | $15.7K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,000 | $15.7K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 770 | $12.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 534 | $8.38K | 0.00% | +12+2.3% | Added |
| Sugarloaf Wealth Management, LLC | 411 | $6.44K | 0.00% | +411 | New |
| Cary Street Partner Investment Advisory LLC | 401 | $6.29K | 0.00% | +401 | New |
| Davidson Capital Management Inc. | 250 | $3.92K | 0.00% | +250 | New |
| Sound Income Strategies, LLC | 200 | $3.14K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 129 | $2.02K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 24,832 | $389 | 0.00% | −1,706−6.4% | Reduced |
| Huntington National Bank | 1 | $16 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $16 | 0.00% | +1 | New |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −56,941−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −17,500−100.0% | Sold out |
| Selway Asset Management | 0 | $0 | 0.00% | −8,900−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −4,620−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Castle Wealth Management LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| American Portfolios Advisors | – | – | – | – | Not filed |
| Danda Trouve Investment Management, Inc. | – | – | – | – | Not filed |