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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $15 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 75 | $1.13K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 200 | $3.02K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 401 | $6.05K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 770 | $12.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,000 | $15.1K | 0.00% | +1,000 | New |
| Winch Advisory Services, LLC | 1,103 | $17.0K | 0.01% | +27+2.5% | Added |
| Clearview Wealth Advisors LLC | 1,355 | $20.4K | 0.02% | +9+0.7% | Added |
| SOA Wealth Advisors, LLC. | 1,678 | $25.3K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,090 | $31.5K | 0.00% | +9+0.4% | Added |
| Glass Jacobson Investment Advisors llc | 2,615 | $39.5K | 0.02% | +2,615 | New |
| Webster Bank, N. A. | 2,879 | $43.4K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 4,620 | $69.7K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 5,145 | $77.6K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 6,159 | $92.9K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 8,573 | $129.4K | 0.00% | +229+2.7% | Added |
| Captrust Financial Advisors | 10,842 | $163.6K | 0.00% | +83+0.8% | Added |
| Live Oak Private Wealth LLC | 10,891 | $164.3K | 0.03% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 11,600 | $175.0K | 0.16% | +1,600+16.0% | Added |
| MSH Capital Advisors LLC | 12,889 | $194.5K | 0.07% | 00.0% | Unchanged |
| Wells Fargo & Company | 13,779 | $207.9K | 0.00% | −903−6.2% | Reduced |
| Shaker Financial Services, LLC | 14,035 | $211.8K | 0.09% | +14,035 | New |
| Cetera Investment Advisers | 14,987 | $226.1K | 0.00% | −304−2.0% | Reduced |
| Atria Wealth Solutions, Inc. | 15,020 | $226.7K | 0.00% | +896+6.3% | Added |
| Wedbush Securities Inc | 17,100 | $258.0K | 0.01% | −1,484−8.0% | Reduced |
| Bank of America Corp | 17,756 | $267.9K | 0.00% | +789+4.7% | Added |
| Stifel Financial Corp | 18,301 | $276.2K | 0.00% | +4,618+33.7% | Added |
| Private Advisor Group, LLC | 23,832 | $359.6K | 0.00% | −1,000−4.0% | Reduced |
| Royal Bank of Canada | 24,109 | $364.0K | 0.00% | −1,078−4.3% | Reduced |
| LPL Financial LLC | 24,583 | $371.0K | 0.00% | +7,016+39.9% | Added |
| GWM Advisors LLC | 29,408 | $443.8K | 0.01% | +2,800+10.5% | Added |
| Golden Green, Inc. | 39,545 | $596.7K | 0.65% | −425−1.1% | Reduced |
| Kestra Advisory Services, LLC | 47,646 | $719.0K | 0.01% | +14,463+43.6% | Added |
| International Assets Investment Management, LLC | 52,121 | $786.6K | 0.11% | +52,121 | New |
| Advisor Group Holdings, Inc. | 60,250 | $909.5K | 0.00% | +200+0.3% | Added |
| Commonwealth Equity Services, LLC | 61,617 | $930.0K | 0.00% | +3,452+5.9% | Added |
| National Asset Management, Inc. | 74,003 | $1.12M | 0.03% | −2,541−3.3% | Reduced |
| Guggenheim Capital LLC | 81,818 | $1.23M | 0.01% | +15,398+23.2% | Added |
| Koshinski Asset Management, Inc. | 83,872 | $1.27M | 0.14% | +100.0% | Added |
| Invesco Ltd. | 150,448 | $2.27M | 0.00% | −9,538−6.0% | Reduced |
| Morgan Stanley | 150,722 | $2.27M | 0.00% | +411+0.3% | Added |
| UBS Group AG | 191,889 | $2.90M | 0.00% | −120,934−38.7% | Reduced |
| 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 |