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, Q1 2023
Institutional positions in John Hancock Preferred Income Fund II as of Mar 31, 2023. 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
- 45
- −4 vs. Q4 2022
- Shares held
- 1.33M
- +7.76K (+0.6%) vs. Q4 2022
- Total value
- $20.6M
- +$300.2K (+1.5%) vs. Q4 2022
- New holders
- 3
- 14 more added
- Sold out
- 7
- 12 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding John Hancock Preferred Income Fund II; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 312,823 | $4.86M | 0.00% | −4,649−1.5% | Reduced |
| Invesco Ltd. | 159,986 | $2.48M | 0.00% | −15,857−9.0% | Reduced |
| Morgan Stanley | 150,311 | $2.33M | 0.00% | +513+0.3% | Added |
| Koshinski Asset Management, Inc. | 83,862 | $1.30M | 0.13% | +653+0.8% | Added |
| National Asset Management, Inc. | 76,544 | $1.19M | 0.03% | −1,495−1.9% | Reduced |
| Guggenheim Capital LLC | 66,420 | $1.03M | 0.01% | +7,088+11.9% | Added |
| Advisor Group Holdings, Inc. | 60,050 | $932.1K | 0.00% | −1,287−2.1% | Reduced |
| Commonwealth Equity Services, LLC | 58,165 | $902.0K | 0.00% | −3,284−5.3% | Reduced |
| Golden Green, Inc. | 39,970 | $620.3K | 0.73% | +39,970 | New |
| Kestra Advisory Services, LLC | 33,183 | $515.0K | 0.01% | −3,309−9.1% | Reduced |
| GWM Advisors LLC | 26,608 | $407.8K | 0.01% | +1,300+5.1% | Added |
| Royal Bank of Canada | 25,187 | $391.0K | 0.00% | +3,871+18.2% | Added |
| Private Advisor Group, LLC | 24,832 | $385.4K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 18,584 | $288.0K | 0.01% | +2,434+15.1% | Added |
| LPL Financial LLC | 17,567 | $272.6K | 0.00% | −4,938−21.9% | Reduced |
| Bank of America Corp | 16,967 | $263.3K | 0.00% | +3,789+28.8% | Added |
| Cetera Investment Advisers | 15,291 | $237.3K | 0.00% | −95−0.6% | Reduced |
| Wells Fargo & Company | 14,682 | $227.9K | 0.00% | −4,107−21.9% | Reduced |
| Atria Wealth Solutions, Inc. | 14,124 | $219.2K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 13,683 | $212.4K | 0.00% | +2,410+21.4% | Added |
| MSH Capital Advisors LLC | 12,889 | $200.0K | 0.09% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 10,891 | $169.0K | 0.03% | 00.0% | Unchanged |
| Captrust Financial Advisors | 10,759 | $167.0K | 0.00% | +76+0.7% | Added |
| Vanguard Capital Wealth Advisors | 10,000 | $155.2K | 0.15% | 00.0% | Unchanged |
| Spire Wealth Management | 8,344 | $129.5K | 0.01% | +139+1.7% | Added |
| Harbour Investments, Inc. | 8,195 | $127.2K | 0.01% | −200−2.4% | Reduced |
| Hollencrest Capital Management | 6,159 | $95.6K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 5,572 | $86.5K | 0.00% | +5,572 | New |
| Belpointe Asset Management LLC | 5,400 | $83.8K | 0.00% | −2,189−28.8% | Reduced |
| Montag A & Associates Inc | 5,145 | $79.9K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 4,620 | $71.7K | 0.01% | +4,620 | New |
| Webster Bank, N. A. | 2,879 | $44.7K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,081 | $32.3K | 0.00% | +8+0.4% | Added |
| SOA Wealth Advisors, LLC. | 1,678 | $26.0K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,359 | $21.1K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 1,346 | $20.9K | 0.02% | +30+2.3% | Added |
| Winch Advisory Services, LLC | 1,076 | $17.0K | 0.01% | +24+2.3% | Added |
| Endurance Wealth Management, Inc. | 770 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 411 | $6.38K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 401 | $6.22K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 200 | $3.10K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 129 | $2.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 128 | $1.99K | 0.00% | +127+12,700.0% | Added |
| Northwestern Mutual Wealth Management Co | 75 | $1.16K | 0.00% | −1,000−93.0% | Reduced |
| Huntington National Bank | 1 | $16 | 0.00% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −14,787−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −4,155−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −730−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −534−100.0% | Sold out |
| Davidson Capital Management Inc. | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Glass Jacobson Investment Advisors llc | – | – | – | – | Not filed |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |