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, Q3 2023
Institutional positions in John Hancock Preferred Income Fund II as of Sep 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
- 46
- +5 vs. Q2 2023
- Shares held
- 1.38M
- +85.2K (+6.6%) vs. Q2 2023
- Total value
- $19.9M
- +$429.2K (+2.2%) vs. Q2 2023
- New holders
- 7
- 17 more added
- Sold out
- 2
- 12 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding John Hancock Preferred Income Fund II; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 202,650 | $2.93M | 0.00% | +10,761+5.6% | Added |
| Morgan Stanley | 200,186 | $2.90M | 0.00% | +49,464+32.8% | Added |
| Invesco Ltd. | 149,568 | $2.16M | 0.00% | −880−0.6% | Reduced |
| Guggenheim Capital LLC | 85,434 | $1.24M | 0.01% | +3,616+4.4% | Added |
| Koshinski Asset Management, Inc. | 83,606 | $1.21M | 0.14% | −266−0.3% | Reduced |
| Advisor Group Holdings, Inc. | 73,618 | $1.07M | 0.00% | +13,368+22.2% | Added |
| National Asset Management, Inc. | 67,813 | $981.3K | 0.03% | −6,190−8.4% | Reduced |
| Commonwealth Equity Services, LLC | 62,110 | $899.0K | 0.00% | +493+0.8% | Added |
| Kestra Advisory Services, LLC | 45,829 | $663.1K | 0.01% | −1,817−3.8% | Reduced |
| Golden Green, Inc. | 40,524 | $586.4K | 0.61% | +979+2.5% | Added |
| Stifel Financial Corp | 39,691 | $574.3K | 0.00% | +21,390+116.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 26,795 | $387.7K | 0.00% | +26,795 | New |
| Royal Bank of Canada | 26,366 | $382.0K | 0.00% | +2,257+9.4% | Added |
| LPL Financial LLC | 25,058 | $362.6K | 0.00% | +475+1.9% | Added |
| Private Advisor Group, LLC | 21,105 | $305.4K | 0.00% | −2,727−11.4% | Reduced |
| Wedbush Securities Inc | 17,576 | $254.0K | 0.01% | +476+2.8% | Added |
| GWM Advisors LLC | 17,208 | $249.0K | 0.00% | −12,200−41.5% | Reduced |
| Raymond James & Associates | 16,981 | $245.7K | 0.00% | +16,981 | New |
| Bank of America Corp | 15,936 | $230.6K | 0.00% | −1,820−10.3% | Reduced |
| Atria Wealth Solutions, Inc. | 15,443 | $223.5K | 0.00% | +423+2.8% | Added |
| Cetera Investment Advisers | 14,636 | $211.8K | 0.00% | −351−2.3% | Reduced |
| International Assets Investment Management, LLC | 13,341 | $191.5K | 0.03% | −38,780−74.4% | Reduced |
| MSH Capital Advisors LLC | 12,889 | $186.5K | 0.07% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 12,000 | $173.6K | 0.16% | +400+3.4% | Added |
| Susquehanna International Group, LLP | 10,967 | $158.7K | 0.00% | +10,967 | New |
| Live Oak Private Wealth LLC | 10,891 | $157.6K | 0.03% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 10,340 | $149.6K | 0.01% | +10,340 | New |
| Captrust Financial Advisors | 10,058 | $145.5K | 0.00% | −784−7.2% | Reduced |
| Wells Fargo & Company | 9,293 | $134.5K | 0.00% | −4,486−32.6% | Reduced |
| Spire Wealth Management | 8,733 | $126.4K | 0.00% | +160+1.9% | Added |
| Montag A & Associates Inc | 5,145 | $74.5K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 4,620 | $66.9K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 2,879 | $41.7K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 2,615 | $37.8K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 2,294 | $33.2K | 0.00% | −3,865−62.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,175 | $31.5K | 0.00% | +2,100+2,800.0% | Added |
| Anchor Investment Management, LLC | 2,100 | $30.4K | 0.00% | +10+0.5% | Added |
| Wolverine Asset Management LLC | 1,697 | $24.6K | 0.00% | +1,697 | New |
| SOA Wealth Advisors, LLC. | 1,678 | $24.3K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,225 | $17.7K | 0.00% | +225+22.5% | Added |
| Tucker Asset Management LLC | 1,200 | $17.4K | 0.00% | +1,200 | New |
| Winch Advisory Services, LLC | 1,130 | $16.0K | 0.01% | +27+2.4% | Added |
| Cary Street Partner Investment Advisory LLC | 401 | $5.80K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 200 | $2.89K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 108 | $1.56K | 0.00% | +108 | New |
| Huntington National Bank | 1 | $14 | 0.00% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −14,035−100.0% | Sold out |
| Clearview Wealth Advisors LLC | 0 | $0 | 0.00% | −1,355−100.0% | Sold out |
| Endurance Wealth Management, Inc. | – | – | – | – | Not filed |