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, Q1 2024
Institutional positions in John Hancock Preferred Income Fund II as of Mar 31, 2024. 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
- 43
- −4 vs. Q4 2023
- Shares held
- 1.53M
- +44.6K (+3.0%) vs. Q4 2023
- Total value
- $25.2M
- +$1.70M (+7.3%) vs. Q4 2023
- New holders
- 3
- 18 more added
- Sold out
- 7
- 9 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding John Hancock Preferred Income Fund II; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 285,267 | $4.72M | 0.00% | +31,626+12.5% | Added |
| Axim Planning & Wealth | 167,193 | $2.76M | 2.24% | +79,193+90.0% | Added |
| Invesco Ltd. | 140,699 | $2.33M | 0.00% | −11,275−7.4% | Reduced |
| Morgan Stanley | 131,902 | $2.18M | 0.00% | +919+0.7% | Added |
| Koshinski Asset Management, Inc. | 105,098 | $1.74M | 0.18% | −27,974−21.0% | Reduced |
| Stifel Financial Corp | 101,174 | $1.67M | 0.00% | +16,784+19.9% | Added |
| Advisor Group Holdings, Inc. | 78,288 | $1.29M | 0.00% | +5,330+7.3% | Added |
| Guggenheim Capital LLC | 68,421 | $1.13M | 0.01% | −17,303−20.2% | Reduced |
| Commonwealth Equity Services, LLC | 61,671 | $1.02M | 0.00% | −2,566−4.0% | Reduced |
| National Asset Management, Inc. | 67,813 | $981.3K | 0.03% | +5,768+9.3% | Added |
| Kestra Advisory Services, LLC | 49,376 | $816.2K | 0.01% | +3,317+7.2% | Added |
| LPL Financial LLC | 29,938 | $494.9K | 0.00% | +5,813+24.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 23,597 | $390.1K | 0.00% | +2,794+13.4% | Added |
| GWM Advisors LLC | 22,708 | $375.4K | 0.00% | −6,000−20.9% | Reduced |
| Royal Bank of Canada | 21,974 | $363.0K | 0.00% | +91+0.4% | Added |
| Private Advisor Group, LLC | 21,297 | $352.0K | 0.00% | +1,106+5.5% | Added |
| Wedbush Securities Inc | 18,500 | $306.0K | 0.01% | +924+5.3% | Added |
| Cetera Investment Advisers | 17,034 | $281.6K | 0.00% | +2,373+16.2% | Added |
| Atria Wealth Solutions, Inc. | 15,758 | $260.5K | 0.00% | −987−5.9% | Reduced |
| MSH Capital Advisors LLC | 12,358 | $204.3K | 0.07% | 00.0% | Unchanged |
| Raymond James & Associates | 12,239 | $202.3K | 0.00% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 12,000 | $198.4K | 0.14% | 00.0% | Unchanged |
| Bank of America Corp | 11,238 | $185.8K | 0.00% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 10,891 | $180.0K | 0.03% | 00.0% | Unchanged |
| Wells Fargo & Company | 9,972 | $164.8K | 0.00% | −623−5.9% | Reduced |
| Spire Wealth Management | 9,095 | $150.3K | 0.00% | +155+1.7% | Added |
| GPS Wealth Strategies Group, LLC | 4,240 | $70.1K | 0.01% | −380−8.2% | Reduced |
| Global Retirement Partners, LLC | 3,343 | $55.3K | 0.00% | +1,683+101.4% | Added |
| Webster Bank, N. A. | 2,879 | $47.6K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 2,790 | $46.1K | 0.02% | +175+6.7% | Added |
| Hollencrest Capital Management | 2,294 | $37.9K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,113 | $34.9K | 0.00% | +3+0.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,084 | $34.4K | 0.00% | +2,084 | New |
| SOA Wealth Advisors, LLC. | 1,678 | $27.7K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,200 | $19.8K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,185 | $19.6K | 0.01% | +27+2.3% | Added |
| CoreCap Advisors, LLC | 1,100 | $18.2K | 0.00% | +1,100 | New |
| Sound Income Strategies, LLC | 200 | $3.31K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 106 | $1.75K | 0.00% | +106 | New |
| JPMorgan Chase & Co | 100 | $1.65K | 0.00% | −8−7.4% | Reduced |
| FinTrust Capital Advisors, LLC | 24 | $397 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $17 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 0 | $7 | 0.00% | 0 | Unchanged |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −12,401−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −12,395−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −11,859−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −10,340−100.0% | Sold out |
| Livelsberger Financial Advisory | 0 | $0 | 0.00% | −1,537−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −969−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |