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