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, Q3 2024
Institutional positions in John Hancock Preferred Income Fund II as of Sep 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
- 48
- +1 vs. Q2 2024
- Shares held
- 2.07M
- +106.7K (+5.4%) vs. Q2 2024
- Total value
- $39.4M
- +$6.05M (+18.1%) vs. Q2 2024
- New holders
- 6
- 17 more added
- Sold out
- 5
- 11 more reduced
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding John Hancock Preferred Income Fund II; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Axim Planning & Wealth | 420,003 | $7.83M | 8.82% | +51,730+14.0% | Added |
| UBS Group AG | 307,016 | $5.73M | 0.00% | +12,170+4.1% | Added |
| Invesco Ltd. | 144,363 | $2.69M | 0.00% | +9,006+6.7% | Added |
| Stifel Financial Corp | 141,507 | $2.64M | 0.00% | +1,465+1.0% | Added |
| Morgan Stanley | 131,585 | $2.45M | 0.00% | +130.0% | Added |
| Global Retirement Partners, LLC | 82,233 | $1.53M | 0.05% | −1,587−1.9% | Reduced |
| Koshinski Asset Management, Inc. | 75,257 | $1.40M | 0.12% | −6,965−8.5% | Reduced |
| Guggenheim Capital LLC | 68,383 | $1.28M | 0.01% | +272+0.4% | Added |
| Everstar Asset Management, LLC | 68,060 | $1.27M | 0.87% | +68,060 | New |
| Advisor Group Holdings, Inc. | 67,757 | $1.26M | 0.00% | +970+1.5% | Added |
| International Assets Investment Management, LLC | 23,271 | $1.24M | 0.01% | +22,426+2,654.0% | Added |
| Commonwealth Equity Services, LLC | 63,130 | $1.18M | 0.00% | −1,902−2.9% | Reduced |
| Kestra Advisory Services, LLC | 53,609 | $999.8K | 0.01% | +364+0.7% | Added |
| National Asset Management, Inc. | 50,741 | $949.8K | 0.03% | −8,102−13.8% | Reduced |
| Sowell Financial Services LLC | 44,238 | $766.0K | 0.04% | +44,238 | New |
| LPL Financial LLC | 39,390 | $734.6K | 0.00% | +674+1.7% | Added |
| Cetera Investment Advisers | 30,009 | $559.7K | 0.00% | +7,085+30.9% | Added |
| Royal Bank of Canada | 22,382 | $417.0K | 0.00% | +354+1.6% | Added |
| GWM Advisors LLC | 22,108 | $412.3K | 0.00% | −1,200−5.1% | Reduced |
| Rockefeller Capital Management L.P. | 21,835 | $407.2K | 0.00% | −5,050−18.8% | Reduced |
| Private Advisor Group, LLC | 21,776 | $406.1K | 0.00% | +463+2.2% | Added |
| Wedbush Securities Inc | 21,790 | $406.0K | 0.02% | −439−2.0% | Reduced |
| Wells Fargo & Company | 18,696 | $348.7K | 0.00% | +4,977+36.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 18,263 | $340.6K | 0.00% | −1,067−5.5% | Reduced |
| Atria Wealth Solutions, Inc. | 17,838 | $332.7K | 0.00% | −18−0.1% | Reduced |
| Bank of America Corp | 14,645 | $273.1K | 0.00% | +3,846+35.6% | Added |
| MSH Capital Advisors LLC | 12,358 | $230.5K | 0.07% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 12,000 | $223.8K | 0.24% | 00.0% | Unchanged |
| Raymond James & Associates | 11,774 | $219.6K | 0.00% | −1,308−10.0% | Reduced |
| Live Oak Private Wealth LLC | 10,891 | $203.1K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 9,403 | $175.4K | 0.01% | +153+1.7% | Added |
| GPS Wealth Strategies Group, LLC | 4,240 | $79.1K | 0.01% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 3,692 | $68.9K | 0.00% | +3,692 | New |
| Webster Bank, N. A. | 2,879 | $53.7K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,113 | $39.4K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,875 | $35.0K | 0.01% | −915−32.8% | Reduced |
| Hollencrest Capital Management | 1,794 | $33.5K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,775 | $33.1K | 0.01% | +1,775 | New |
| SOA Wealth Advisors, LLC. | 1,678 | $31.3K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,503 | $28.0K | 0.00% | +1,503 | New |
| Winch Advisory Services, LLC | 1,237 | $23.1K | 0.01% | +26+2.1% | Added |
| CoreCap Advisors, LLC | 1,100 | $20.5K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 432 | $8.06K | 0.00% | +432 | New |
| Sound Income Strategies, LLC | 200 | $3.73K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 100 | $1.86K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 24 | $448 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $19 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 0 | $8 | 0.00% | 0 | Unchanged |
| One Capital Management, LLC | 0 | $0 | 0.00% | −66,283−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −17,315−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −16,814−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |