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, Q2 2024
Institutional positions in John Hancock Preferred Income Fund II as of Jun 30, 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
- 47
- +4 vs. Q1 2024
- Shares held
- 1.96M
- +433.4K (+28.3%) vs. Q1 2024
- Total value
- $33.3M
- +$8.16M (+32.4%) vs. Q1 2024
- New holders
- 7
- 17 more added
- Sold out
- 3
- 9 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding John Hancock Preferred Income Fund II; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Axim Planning & Wealth | 368,273 | $6.25M | 7.49% | +201,080+120.3% | Added |
| UBS Group AG | 294,846 | $5.00M | 0.00% | +9,579+3.4% | Added |
| Stifel Financial Corp | 140,042 | $2.38M | 0.00% | +38,868+38.4% | Added |
| Invesco Ltd. | 135,357 | $2.30M | 0.00% | −5,342−3.8% | Reduced |
| Morgan Stanley | 131,572 | $2.23M | 0.00% | −330−0.3% | Reduced |
| Global Retirement Partners, LLC | 83,820 | $1.42M | 0.04% | +80,477+2,407.3% | Added |
| Koshinski Asset Management, Inc. | 82,222 | $1.39M | 0.13% | −22,876−21.8% | Reduced |
| Guggenheim Capital LLC | 68,111 | $1.16M | 0.01% | −310−0.5% | Reduced |
| Advisor Group Holdings, Inc. | 66,787 | $1.13M | 0.00% | −11,501−14.7% | Reduced |
| One Capital Management, LLC | 66,283 | $1.12M | 0.04% | +66,283 | New |
| Commonwealth Equity Services, LLC | 65,032 | $1.10M | 0.00% | +3,361+5.4% | Added |
| National Asset Management, Inc. | 58,843 | $998.6K | 0.03% | −8,970−13.2% | Reduced |
| Kestra Advisory Services, LLC | 53,245 | $903.6K | 0.01% | +3,869+7.8% | Added |
| LPL Financial LLC | 38,716 | $657.0K | 0.00% | +8,778+29.3% | Added |
| Rockefeller Capital Management L.P. | 26,885 | $456.2K | 0.00% | +26,885 | New |
| GWM Advisors LLC | 23,308 | $395.5K | 0.00% | +600+2.6% | Added |
| Cetera Investment Advisers | 22,924 | $389.0K | 0.00% | +5,890+34.6% | Added |
| Wedbush Securities Inc | 22,229 | $377.0K | 0.01% | +3,729+20.2% | Added |
| Royal Bank of Canada | 22,028 | $374.0K | 0.00% | +54+0.2% | Added |
| Private Advisor Group, LLC | 21,313 | $361.7K | 0.00% | +16+0.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 19,330 | $328.0K | 0.00% | −4,267−18.1% | Reduced |
| Atria Wealth Solutions, Inc. | 17,856 | $303.0K | 0.00% | +2,098+13.3% | Added |
| Susquehanna International Group, LLP | 17,315 | $293.8K | 0.00% | +17,315 | New |
| Simplicity Wealth,LLC | 16,814 | $285.3K | 0.01% | +16,814 | New |
| Wells Fargo & Company | 13,719 | $232.8K | 0.00% | +3,747+37.6% | Added |
| Raymond James & Associates | 13,082 | $222.0K | 0.00% | +843+6.9% | Added |
| MSH Capital Advisors LLC | 12,358 | $209.7K | 0.07% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 12,000 | $203.6K | 0.14% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 10,891 | $184.8K | 0.03% | 00.0% | Unchanged |
| Bank of America Corp | 10,799 | $183.3K | 0.00% | −439−3.9% | Reduced |
| Spire Wealth Management | 9,250 | $157.0K | 0.01% | +155+1.7% | Added |
| GPS Wealth Strategies Group, LLC | 4,240 | $72.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 2,879 | $48.9K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 2,790 | $47.3K | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,113 | $35.9K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,794 | $30.4K | 0.00% | −500−21.8% | Reduced |
| SOA Wealth Advisors, LLC. | 1,678 | $28.5K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,211 | $20.5K | 0.01% | +26+2.2% | Added |
| CoreCap Advisors, LLC | 1,100 | $18.7K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 845 | $14.3K | 0.00% | +845 | New |
| Sound Income Strategies, LLC | 200 | $3.39K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 100 | $1.70K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 56 | $950 | 0.00% | +56 | New |
| FinTrust Capital Advisors, LLC | 24 | $408 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $17 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $17 | 0.00% | +1 | New |
| Montag A & Associates Inc | 0 | $7 | 0.00% | 0 | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −2,084−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −106−100.0% | Sold out |