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, Q4 2023
Institutional positions in John Hancock Preferred Income Fund II as of Dec 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
- 47
- +2 vs. Q3 2023
- Shares held
- 1.49M
- +150.7K (+11.3%) vs. Q3 2023
- Total value
- $23.5M
- +$4.14M (+21.4%) vs. Q3 2023
- New holders
- 7
- 15 more added
- Sold out
- 5
- 12 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding John Hancock Preferred Income Fund II; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 253,641 | $4.00M | 0.00% | +50,991+25.2% | Added |
| Invesco Ltd. | 151,974 | $2.40M | 0.00% | +2,406+1.6% | Added |
| Koshinski Asset Management, Inc. | 133,072 | $2.10M | 0.32% | +49,466+59.2% | Added |
| Morgan Stanley | 130,983 | $2.07M | 0.00% | −69,203−34.6% | Reduced |
| Axim Planning & Wealth | 88,000 | $1.39M | 1.27% | +88,000 | New |
| Guggenheim Capital LLC | 85,724 | $1.35M | 0.01% | +290+0.3% | Added |
| Stifel Financial Corp | 84,390 | $1.33M | 0.00% | +44,699+112.6% | Added |
| Advisor Group Holdings, Inc. | 72,958 | $1.15M | 0.00% | −660−0.9% | Reduced |
| Commonwealth Equity Services, LLC | 64,237 | $1.01M | 0.00% | +2,127+3.4% | Added |
| National Asset Management, Inc. | 62,045 | $979.1K | 0.03% | −5,768−8.5% | Reduced |
| Kestra Advisory Services, LLC | 46,059 | $726.8K | 0.01% | +230+0.5% | Added |
| GWM Advisors LLC | 28,708 | $458.2K | 0.00% | +11,500+66.8% | Added |
| LPL Financial LLC | 24,125 | $380.7K | 0.00% | −933−3.7% | Reduced |
| Royal Bank of Canada | 21,883 | $345.0K | 0.00% | −4,483−17.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 20,803 | $328.3K | 0.00% | −5,992−22.4% | Reduced |
| Private Advisor Group, LLC | 20,191 | $318.6K | 0.00% | −914−4.3% | Reduced |
| Wedbush Securities Inc | 17,576 | $277.0K | 0.01% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 16,745 | $264.2K | 0.00% | +1,302+8.4% | Added |
| Cetera Investment Advisers | 14,661 | $231.4K | 0.00% | +25+0.2% | Added |
| Susquehanna International Group, LLP | 12,401 | $195.7K | 0.00% | +1,434+13.1% | Added |
| International Assets Investment Management, LLC | 12,395 | $195.6K | 0.02% | −946−7.1% | Reduced |
| MSH Capital Advisors LLC | 12,358 | $195.0K | 0.07% | −531−4.1% | Reduced |
| Raymond James & Associates | 12,239 | $193.1K | 0.00% | −4,742−27.9% | Reduced |
| Vanguard Capital Wealth Advisors | 12,000 | $189.4K | 0.15% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 11,859 | $187.1K | 0.02% | +11,859 | New |
| Bank of America Corp | 11,238 | $177.3K | 0.00% | −4,698−29.5% | Reduced |
| Live Oak Private Wealth LLC | 10,891 | $171.9K | 0.03% | 00.0% | Unchanged |
| Wells Fargo & Company | 10,595 | $167.2K | 0.00% | +1,302+14.0% | Added |
| Wealthcare Advisory Partners LLC | 10,340 | $163.2K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 8,940 | $142.5K | 0.00% | +207+2.4% | Added |
| GPS Wealth Strategies Group, LLC | 4,620 | $72.9K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 2,879 | $45.4K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 2,615 | $41.3K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 2,294 | $36.2K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,110 | $33.3K | 0.00% | +10+0.5% | Added |
| Global Retirement Partners, LLC | 1,660 | $26.8K | 0.00% | +1,660 | New |
| SOA Wealth Advisors, LLC. | 1,678 | $26.5K | 0.01% | 00.0% | Unchanged |
| Livelsberger Financial Advisory | 1,537 | $24.2K | 0.02% | +1,537 | New |
| Tucker Asset Management LLC | 1,200 | $18.9K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,158 | $18.3K | 0.01% | +28+2.5% | Added |
| Advisory Services Network, LLC | 969 | $15.3K | 0.00% | +969 | New |
| Sound Income Strategies, LLC | 200 | $3.16K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 200 | $3.16K | 0.00% | +200 | New |
| JPMorgan Chase & Co | 108 | $1.70K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 24 | $379 | 0.00% | +24 | New |
| Huntington National Bank | 1 | $16 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 0 | $7 | 0.00% | −5,145−100.0% | Reduced |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −10,058−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −2,175−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −1,697−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −1,225−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −401−100.0% | Sold out |
| Golden Green, Inc. | – | – | – | – | Not filed |