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