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, Q2 2023
Institutional positions in John Hancock Preferred Income Fund II as of Jun 30, 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
- 42
- −3 vs. Q1 2023
- Shares held
- 1.29M
- −37.6K (−2.8%) vs. Q1 2023
- Total value
- $19.5M
- −$1.13M (−5.5%) vs. Q1 2023
- New holders
- 4
- 17 more added
- Sold out
- 7
- 9 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding John Hancock Preferred Income Fund II; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 191,889 | $2.90M | 0.00% | −120,934−38.7% | Reduced |
| Morgan Stanley | 150,722 | $2.27M | 0.00% | +411+0.3% | Added |
| Invesco Ltd. | 150,448 | $2.27M | 0.00% | −9,538−6.0% | Reduced |
| Koshinski Asset Management, Inc. | 83,872 | $1.27M | 0.14% | +100.0% | Added |
| Guggenheim Capital LLC | 81,818 | $1.23M | 0.01% | +15,398+23.2% | Added |
| National Asset Management, Inc. | 74,003 | $1.12M | 0.03% | −2,541−3.3% | Reduced |
| Commonwealth Equity Services, LLC | 61,617 | $930.0K | 0.00% | +3,452+5.9% | Added |
| Advisor Group Holdings, Inc. | 60,250 | $909.5K | 0.00% | +200+0.3% | Added |
| International Assets Investment Management, LLC | 52,121 | $786.6K | 0.11% | +52,121 | New |
| Kestra Advisory Services, LLC | 47,646 | $719.0K | 0.01% | +14,463+43.6% | Added |
| Golden Green, Inc. | 39,545 | $596.7K | 0.65% | −425−1.1% | Reduced |
| GWM Advisors LLC | 29,408 | $443.8K | 0.01% | +2,800+10.5% | Added |
| LPL Financial LLC | 24,583 | $371.0K | 0.00% | +7,016+39.9% | Added |
| Royal Bank of Canada | 24,109 | $364.0K | 0.00% | −1,078−4.3% | Reduced |
| Private Advisor Group, LLC | 23,832 | $359.6K | 0.00% | −1,000−4.0% | Reduced |
| Stifel Financial Corp | 18,301 | $276.2K | 0.00% | +4,618+33.7% | Added |
| Bank of America Corp | 17,756 | $267.9K | 0.00% | +789+4.7% | Added |
| Wedbush Securities Inc | 17,100 | $258.0K | 0.01% | −1,484−8.0% | Reduced |
| Atria Wealth Solutions, Inc. | 15,020 | $226.7K | 0.00% | +896+6.3% | Added |
| Cetera Investment Advisers | 14,987 | $226.1K | 0.00% | −304−2.0% | Reduced |
| Shaker Financial Services, LLC | 14,035 | $211.8K | 0.09% | +14,035 | New |
| Wells Fargo & Company | 13,779 | $207.9K | 0.00% | −903−6.2% | Reduced |
| MSH Capital Advisors LLC | 12,889 | $194.5K | 0.07% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 11,600 | $175.0K | 0.16% | +1,600+16.0% | Added |
| Live Oak Private Wealth LLC | 10,891 | $164.3K | 0.03% | 00.0% | Unchanged |
| Captrust Financial Advisors | 10,842 | $163.6K | 0.00% | +83+0.8% | Added |
| Spire Wealth Management | 8,573 | $129.4K | 0.00% | +229+2.7% | Added |
| Hollencrest Capital Management | 6,159 | $92.9K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 5,145 | $77.6K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 4,620 | $69.7K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 2,879 | $43.4K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 2,615 | $39.5K | 0.02% | +2,615 | New |
| Anchor Investment Management, LLC | 2,090 | $31.5K | 0.00% | +9+0.4% | Added |
| SOA Wealth Advisors, LLC. | 1,678 | $25.3K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 1,355 | $20.4K | 0.02% | +9+0.7% | Added |
| Winch Advisory Services, LLC | 1,103 | $17.0K | 0.01% | +27+2.5% | Added |
| Geneos Wealth Management Inc. | 1,000 | $15.1K | 0.00% | +1,000 | New |
| Endurance Wealth Management, Inc. | 770 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 401 | $6.05K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 200 | $3.02K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 75 | $1.13K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $15 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −8,195−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −5,572−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −5,400−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,359−100.0% | Sold out |
| Sugarloaf Wealth Management, LLC | 0 | $0 | 0.00% | −411−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −129−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −128−100.0% | Sold out |