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