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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $16 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 75 | $1.16K | 0.00% | −1,000−93.0% | Reduced |
| FMR LLC | 128 | $1.99K | 0.00% | +127+12,700.0% | Added |
| Steward Partners Investment Advisory, LLC | 129 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 200 | $3.10K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 401 | $6.22K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 411 | $6.38K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 770 | $12.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,076 | $17.0K | 0.01% | +24+2.3% | Added |
| Clearview Wealth Advisors LLC | 1,346 | $20.9K | 0.02% | +30+2.3% | Added |
| Advisory Services Network, LLC | 1,359 | $21.1K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,678 | $26.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,081 | $32.3K | 0.00% | +8+0.4% | Added |
| Webster Bank, N. A. | 2,879 | $44.7K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 4,620 | $71.7K | 0.01% | +4,620 | New |
| Montag A & Associates Inc | 5,145 | $79.9K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 5,400 | $83.8K | 0.00% | −2,189−28.8% | Reduced |
| Ameritas Advisory Services, LLC | 5,572 | $86.5K | 0.00% | +5,572 | New |
| Hollencrest Capital Management | 6,159 | $95.6K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 8,195 | $127.2K | 0.01% | −200−2.4% | Reduced |
| Spire Wealth Management | 8,344 | $129.5K | 0.01% | +139+1.7% | Added |
| Vanguard Capital Wealth Advisors | 10,000 | $155.2K | 0.15% | 00.0% | Unchanged |
| Captrust Financial Advisors | 10,759 | $167.0K | 0.00% | +76+0.7% | Added |
| Live Oak Private Wealth LLC | 10,891 | $169.0K | 0.03% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 12,889 | $200.0K | 0.09% | 00.0% | Unchanged |
| Stifel Financial Corp | 13,683 | $212.4K | 0.00% | +2,410+21.4% | Added |
| Atria Wealth Solutions, Inc. | 14,124 | $219.2K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 14,682 | $227.9K | 0.00% | −4,107−21.9% | Reduced |
| Cetera Investment Advisers | 15,291 | $237.3K | 0.00% | −95−0.6% | Reduced |
| Bank of America Corp | 16,967 | $263.3K | 0.00% | +3,789+28.8% | Added |
| LPL Financial LLC | 17,567 | $272.6K | 0.00% | −4,938−21.9% | Reduced |
| Wedbush Securities Inc | 18,584 | $288.0K | 0.01% | +2,434+15.1% | Added |
| Private Advisor Group, LLC | 24,832 | $385.4K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 25,187 | $391.0K | 0.00% | +3,871+18.2% | Added |
| GWM Advisors LLC | 26,608 | $407.8K | 0.01% | +1,300+5.1% | Added |
| Kestra Advisory Services, LLC | 33,183 | $515.0K | 0.01% | −3,309−9.1% | Reduced |
| Golden Green, Inc. | 39,970 | $620.3K | 0.73% | +39,970 | New |
| Commonwealth Equity Services, LLC | 58,165 | $902.0K | 0.00% | −3,284−5.3% | Reduced |
| Advisor Group Holdings, Inc. | 60,050 | $932.1K | 0.00% | −1,287−2.1% | Reduced |
| Guggenheim Capital LLC | 66,420 | $1.03M | 0.01% | +7,088+11.9% | Added |
| National Asset Management, Inc. | 76,544 | $1.19M | 0.03% | −1,495−1.9% | Reduced |
| Koshinski Asset Management, Inc. | 83,862 | $1.30M | 0.13% | +653+0.8% | Added |
| Morgan Stanley | 150,311 | $2.33M | 0.00% | +513+0.3% | Added |
| Invesco Ltd. | 159,986 | $2.48M | 0.00% | −15,857−9.0% | Reduced |
| UBS Group AG | 312,823 | $4.86M | 0.00% | −4,649−1.5% | Reduced |
| 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 |