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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $14 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 108 | $1.56K | 0.00% | +108 | New |
| Sound Income Strategies, LLC | 200 | $2.89K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 401 | $5.80K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,130 | $16.0K | 0.01% | +27+2.4% | Added |
| Tucker Asset Management LLC | 1,200 | $17.4K | 0.00% | +1,200 | New |
| Geneos Wealth Management Inc. | 1,225 | $17.7K | 0.00% | +225+22.5% | Added |
| SOA Wealth Advisors, LLC. | 1,678 | $24.3K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 1,697 | $24.6K | 0.00% | +1,697 | New |
| Anchor Investment Management, LLC | 2,100 | $30.4K | 0.00% | +10+0.5% | Added |
| Northwestern Mutual Wealth Management Co | 2,175 | $31.5K | 0.00% | +2,100+2,800.0% | Added |
| Hollencrest Capital Management | 2,294 | $33.2K | 0.00% | −3,865−62.8% | Reduced |
| Glass Jacobson Investment Advisors llc | 2,615 | $37.8K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 2,879 | $41.7K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 4,620 | $66.9K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 5,145 | $74.5K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 8,733 | $126.4K | 0.00% | +160+1.9% | Added |
| Wells Fargo & Company | 9,293 | $134.5K | 0.00% | −4,486−32.6% | Reduced |
| Captrust Financial Advisors | 10,058 | $145.5K | 0.00% | −784−7.2% | Reduced |
| Wealthcare Advisory Partners LLC | 10,340 | $149.6K | 0.01% | +10,340 | New |
| Live Oak Private Wealth LLC | 10,891 | $157.6K | 0.03% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 10,967 | $158.7K | 0.00% | +10,967 | New |
| Vanguard Capital Wealth Advisors | 12,000 | $173.6K | 0.16% | +400+3.4% | Added |
| MSH Capital Advisors LLC | 12,889 | $186.5K | 0.07% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 13,341 | $191.5K | 0.03% | −38,780−74.4% | Reduced |
| Cetera Investment Advisers | 14,636 | $211.8K | 0.00% | −351−2.3% | Reduced |
| Atria Wealth Solutions, Inc. | 15,443 | $223.5K | 0.00% | +423+2.8% | Added |
| Bank of America Corp | 15,936 | $230.6K | 0.00% | −1,820−10.3% | Reduced |
| Raymond James & Associates | 16,981 | $245.7K | 0.00% | +16,981 | New |
| GWM Advisors LLC | 17,208 | $249.0K | 0.00% | −12,200−41.5% | Reduced |
| Wedbush Securities Inc | 17,576 | $254.0K | 0.01% | +476+2.8% | Added |
| Private Advisor Group, LLC | 21,105 | $305.4K | 0.00% | −2,727−11.4% | Reduced |
| LPL Financial LLC | 25,058 | $362.6K | 0.00% | +475+1.9% | Added |
| Royal Bank of Canada | 26,366 | $382.0K | 0.00% | +2,257+9.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 26,795 | $387.7K | 0.00% | +26,795 | New |
| Stifel Financial Corp | 39,691 | $574.3K | 0.00% | +21,390+116.9% | Added |
| Golden Green, Inc. | 40,524 | $586.4K | 0.61% | +979+2.5% | Added |
| Kestra Advisory Services, LLC | 45,829 | $663.1K | 0.01% | −1,817−3.8% | Reduced |
| Commonwealth Equity Services, LLC | 62,110 | $899.0K | 0.00% | +493+0.8% | Added |
| National Asset Management, Inc. | 67,813 | $981.3K | 0.03% | −6,190−8.4% | Reduced |
| Advisor Group Holdings, Inc. | 73,618 | $1.07M | 0.00% | +13,368+22.2% | Added |
| Koshinski Asset Management, Inc. | 83,606 | $1.21M | 0.14% | −266−0.3% | Reduced |
| Guggenheim Capital LLC | 85,434 | $1.24M | 0.01% | +3,616+4.4% | Added |
| Invesco Ltd. | 149,568 | $2.16M | 0.00% | −880−0.6% | Reduced |
| Morgan Stanley | 200,186 | $2.90M | 0.00% | +49,464+32.8% | Added |
| UBS Group AG | 202,650 | $2.93M | 0.00% | +10,761+5.6% | Added |
| 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 |