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 |
|---|---|---|---|---|---|
| Montag A & Associates Inc | 0 | $7 | 0.00% | 0 | Unchanged |
| Huntington National Bank | 1 | $17 | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 71 | $1.18K | 0.00% | +71 | 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 |
| Colonial Trust Advisors | 250 | $4.14K | 0.00% | +250 | New |
| Lee Danner & Bass Inc | 1,000 | $16.6K | 0.00% | +1,000 | New |
| Winch Advisory Services, LLC | 1,264 | $20.9K | 0.01% | +27+2.2% | Added |
| HHM Wealth Advisors, LLC | 1,535 | $25.4K | 0.00% | +32+2.1% | Added |
| SOA Wealth Advisors, LLC. | 1,678 | $27.8K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,794 | $29.7K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,863 | $30.8K | 0.00% | −250−11.8% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,875 | $31.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 2,879 | $47.6K | 0.01% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 3,692 | $61.1K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 4,240 | $70.2K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 9,562 | $158.2K | 0.00% | +159+1.7% | Added |
| Live Oak Private Wealth LLC | 10,891 | $180.2K | 0.03% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 12,257 | $202.9K | 0.00% | +12,257 | New |
| MSH Capital Advisors LLC | 12,358 | $204.5K | 0.06% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 14,488 | $239.8K | 0.00% | +14,488 | New |
| Atria Wealth Solutions, Inc. | 17,007 | $281.5K | 0.00% | −831−4.7% | Reduced |
| Raymond James Financial Inc | 17,163 | $284.0K | 0.00% | +17,163 | New |
| Wealth Enhancement Advisory Services, LLC | 17,889 | $296.1K | 0.00% | −374−2.0% | Reduced |
| Vanguard Capital Wealth Advisors | 19,000 | $314.4K | 0.34% | +7,000+58.3% | Added |
| GWM Advisors LLC | 19,308 | $319.6K | 0.00% | −2,800−12.7% | Reduced |
| Bank of America Corp | 20,035 | $331.6K | 0.00% | +5,390+36.8% | Added |
| Private Advisor Group, LLC | 20,987 | $347.3K | 0.00% | −789−3.6% | Reduced |
| Wedbush Securities Inc | 21,800 | $361.0K | 0.01% | +100.0% | Added |
| Royal Bank of Canada | 23,788 | $394.0K | 0.00% | +1,406+6.3% | Added |
| Wells Fargo & Company | 29,550 | $489.1K | 0.00% | +10,854+58.1% | Added |
| Cetera Investment Advisers | 31,305 | $518.1K | 0.00% | +1,296+4.3% | Added |
| Global Retirement Partners, LLC | 33,730 | $558.2K | 0.02% | −48,503−59.0% | Reduced |
| Cohen & Steers, Inc. | 34,717 | $575.0K | 0.00% | +34,717 | New |
| Guggenheim Capital LLC | 39,203 | $648.8K | 0.01% | −29,180−42.7% | Reduced |
| Kestra Advisory Services, LLC | 42,334 | $700.6K | 0.00% | −11,275−21.0% | Reduced |
| National Asset Management, Inc. | 43,319 | $716.9K | 0.02% | −7,422−14.6% | Reduced |
| LPL Financial LLC | 43,680 | $722.9K | 0.00% | +4,290+10.9% | Added |
| Commonwealth Equity Services, LLC | 59,308 | $982.0K | 0.00% | −3,822−6.1% | Reduced |
| Everstar Asset Management, LLC | 62,460 | $1.03M | 0.73% | −5,600−8.2% | Reduced |
| Advisor Group Holdings, Inc. | 70,233 | $1.16M | 0.00% | +2,476+3.7% | Added |
| Koshinski Asset Management, Inc. | 72,771 | $1.20M | 0.10% | −2,486−3.3% | Reduced |
| Morgan Stanley | 128,132 | $2.12M | 0.00% | −3,453−2.6% | Reduced |
| Stifel Financial Corp | 131,039 | $2.17M | 0.00% | −10,468−7.4% | Reduced |
| Invesco Ltd. | 155,210 | $2.57M | 0.00% | +10,847+7.5% | Added |
| UBS Group AG | 290,272 | $4.80M | 0.00% | −16,744−5.5% | Reduced |
| Axim Planning & Wealth | 411,288 | $6.81M | 7.25% | −8,715−2.1% | Reduced |
| 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 |