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 |
|---|---|---|---|---|---|
| Montag A & Associates Inc | 0 | $7 | 0.00% | −5,145−100.0% | Reduced |
| Huntington National Bank | 1 | $16 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 24 | $379 | 0.00% | +24 | New |
| JPMorgan Chase & Co | 108 | $1.70K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 200 | $3.16K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 200 | $3.16K | 0.00% | +200 | New |
| Advisory Services Network, LLC | 969 | $15.3K | 0.00% | +969 | New |
| Winch Advisory Services, LLC | 1,158 | $18.3K | 0.01% | +28+2.5% | Added |
| Tucker Asset Management LLC | 1,200 | $18.9K | 0.00% | 00.0% | Unchanged |
| Livelsberger Financial Advisory | 1,537 | $24.2K | 0.02% | +1,537 | New |
| SOA Wealth Advisors, LLC. | 1,678 | $26.5K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,660 | $26.8K | 0.00% | +1,660 | New |
| Anchor Investment Management, LLC | 2,110 | $33.3K | 0.00% | +10+0.5% | Added |
| Hollencrest Capital Management | 2,294 | $36.2K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 2,615 | $41.3K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 2,879 | $45.4K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 4,620 | $72.9K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 8,940 | $142.5K | 0.00% | +207+2.4% | Added |
| Wealthcare Advisory Partners LLC | 10,340 | $163.2K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 10,595 | $167.2K | 0.00% | +1,302+14.0% | Added |
| Live Oak Private Wealth LLC | 10,891 | $171.9K | 0.03% | 00.0% | Unchanged |
| Bank of America Corp | 11,238 | $177.3K | 0.00% | −4,698−29.5% | Reduced |
| Kingswood Wealth Advisors, LLC | 11,859 | $187.1K | 0.02% | +11,859 | New |
| Vanguard Capital Wealth Advisors | 12,000 | $189.4K | 0.15% | 00.0% | Unchanged |
| Raymond James & Associates | 12,239 | $193.1K | 0.00% | −4,742−27.9% | Reduced |
| MSH Capital Advisors LLC | 12,358 | $195.0K | 0.07% | −531−4.1% | Reduced |
| International Assets Investment Management, LLC | 12,395 | $195.6K | 0.02% | −946−7.1% | Reduced |
| Susquehanna International Group, LLP | 12,401 | $195.7K | 0.00% | +1,434+13.1% | Added |
| Cetera Investment Advisers | 14,661 | $231.4K | 0.00% | +25+0.2% | Added |
| Atria Wealth Solutions, Inc. | 16,745 | $264.2K | 0.00% | +1,302+8.4% | Added |
| Wedbush Securities Inc | 17,576 | $277.0K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 20,191 | $318.6K | 0.00% | −914−4.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 20,803 | $328.3K | 0.00% | −5,992−22.4% | Reduced |
| Royal Bank of Canada | 21,883 | $345.0K | 0.00% | −4,483−17.0% | Reduced |
| LPL Financial LLC | 24,125 | $380.7K | 0.00% | −933−3.7% | Reduced |
| GWM Advisors LLC | 28,708 | $458.2K | 0.00% | +11,500+66.8% | Added |
| Kestra Advisory Services, LLC | 46,059 | $726.8K | 0.01% | +230+0.5% | Added |
| National Asset Management, Inc. | 62,045 | $979.1K | 0.03% | −5,768−8.5% | Reduced |
| Commonwealth Equity Services, LLC | 64,237 | $1.01M | 0.00% | +2,127+3.4% | Added |
| Advisor Group Holdings, Inc. | 72,958 | $1.15M | 0.00% | −660−0.9% | Reduced |
| Stifel Financial Corp | 84,390 | $1.33M | 0.00% | +44,699+112.6% | Added |
| Guggenheim Capital LLC | 85,724 | $1.35M | 0.01% | +290+0.3% | Added |
| Axim Planning & Wealth | 88,000 | $1.39M | 1.27% | +88,000 | New |
| Morgan Stanley | 130,983 | $2.07M | 0.00% | −69,203−34.6% | Reduced |
| Koshinski Asset Management, Inc. | 133,072 | $2.10M | 0.32% | +49,466+59.2% | Added |
| Invesco Ltd. | 151,974 | $2.40M | 0.00% | +2,406+1.6% | Added |
| UBS Group AG | 253,641 | $4.00M | 0.00% | +50,991+25.2% | Added |
| 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 |