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, Q4 2024
Institutional positions in John Hancock Preferred Income Fund II as of Dec 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
- 47
- +2 vs. Q3 2024
- Shares held
- 1.94M
- −121.1K (−5.9%) vs. Q3 2024
- Total value
- $32.1M
- −$7.08M (−18.1%) vs. Q3 2024
- New holders
- 7
- 12 more added
- Sold out
- 5
- 17 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding John Hancock Preferred Income Fund II; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Axim Planning & Wealth | 411,288 | $6.81M | 7.25% | −8,715−2.1% | Reduced |
| UBS Group AG | 290,272 | $4.80M | 0.00% | −16,744−5.5% | Reduced |
| Invesco Ltd. | 155,210 | $2.57M | 0.00% | +10,847+7.5% | Added |
| Stifel Financial Corp | 131,039 | $2.17M | 0.00% | −10,468−7.4% | Reduced |
| Morgan Stanley | 128,132 | $2.12M | 0.00% | −3,453−2.6% | Reduced |
| Koshinski Asset Management, Inc. | 72,771 | $1.20M | 0.10% | −2,486−3.3% | Reduced |
| Advisor Group Holdings, Inc. | 70,233 | $1.16M | 0.00% | +2,476+3.7% | Added |
| Everstar Asset Management, LLC | 62,460 | $1.03M | 0.73% | −5,600−8.2% | Reduced |
| Commonwealth Equity Services, LLC | 59,308 | $982.0K | 0.00% | −3,822−6.1% | Reduced |
| LPL Financial LLC | 43,680 | $722.9K | 0.00% | +4,290+10.9% | Added |
| National Asset Management, Inc. | 43,319 | $716.9K | 0.02% | −7,422−14.6% | Reduced |
| Kestra Advisory Services, LLC | 42,334 | $700.6K | 0.00% | −11,275−21.0% | Reduced |
| Guggenheim Capital LLC | 39,203 | $648.8K | 0.01% | −29,180−42.7% | Reduced |
| Cohen & Steers, Inc. | 34,717 | $575.0K | 0.00% | +34,717 | New |
| Global Retirement Partners, LLC | 33,730 | $558.2K | 0.02% | −48,503−59.0% | Reduced |
| Cetera Investment Advisers | 31,305 | $518.1K | 0.00% | +1,296+4.3% | Added |
| Wells Fargo & Company | 29,550 | $489.1K | 0.00% | +10,854+58.1% | Added |
| Royal Bank of Canada | 23,788 | $394.0K | 0.00% | +1,406+6.3% | Added |
| Wedbush Securities Inc | 21,800 | $361.0K | 0.01% | +100.0% | Added |
| Private Advisor Group, LLC | 20,987 | $347.3K | 0.00% | −789−3.6% | Reduced |
| Bank of America Corp | 20,035 | $331.6K | 0.00% | +5,390+36.8% | Added |
| GWM Advisors LLC | 19,308 | $319.6K | 0.00% | −2,800−12.7% | Reduced |
| Vanguard Capital Wealth Advisors | 19,000 | $314.4K | 0.34% | +7,000+58.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 17,889 | $296.1K | 0.00% | −374−2.0% | Reduced |
| Raymond James Financial Inc | 17,163 | $284.0K | 0.00% | +17,163 | New |
| Atria Wealth Solutions, Inc. | 17,007 | $281.5K | 0.00% | −831−4.7% | Reduced |
| Susquehanna International Group, LLP | 14,488 | $239.8K | 0.00% | +14,488 | New |
| MSH Capital Advisors LLC | 12,358 | $204.5K | 0.06% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 12,257 | $202.9K | 0.00% | +12,257 | New |
| Live Oak Private Wealth LLC | 10,891 | $180.2K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 9,562 | $158.2K | 0.00% | +159+1.7% | Added |
| GPS Wealth Strategies Group, LLC | 4,240 | $70.2K | 0.01% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 3,692 | $61.1K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 2,879 | $47.6K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,875 | $31.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,863 | $30.8K | 0.00% | −250−11.8% | Reduced |
| Hollencrest Capital Management | 1,794 | $29.7K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,678 | $27.8K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,535 | $25.4K | 0.00% | +32+2.1% | Added |
| Winch Advisory Services, LLC | 1,264 | $20.9K | 0.01% | +27+2.2% | Added |
| Lee Danner & Bass Inc | 1,000 | $16.6K | 0.00% | +1,000 | New |
| Colonial Trust Advisors | 250 | $4.14K | 0.00% | +250 | New |
| CoreCap Advisors, LLC | 200 | $3.31K | 0.00% | −900−81.8% | Reduced |
| Sound Income Strategies, LLC | 200 | $3.31K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 71 | $1.18K | 0.00% | +71 | New |
| Huntington National Bank | 1 | $17 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 0 | $7 | 0.00% | 0 | Unchanged |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −23,271−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −44,238−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −21,835−100.0% | Sold out |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −1,775−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Alpine Bank Wealth Management | – | – | – | – | Not filed |
| FinTrust Capital Advisors, LLC | – | – | – | – | Not filed |