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, Q1 2025
Institutional positions in John Hancock Preferred Income Fund II as of Mar 31, 2025. 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
- 44
- −2 vs. Q4 2024
- Shares held
- 2.05M
- +149.8K (+7.9%) vs. Q4 2024
- Total value
- $34.1M
- +$2.62M (+8.3%) vs. Q4 2024
- New holders
- 6
- 16 more added
- Sold out
- 8
- 10 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding John Hancock Preferred Income Fund II; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Axim Planning & Wealth | 333,318 | $5.54M | 4.91% | −77,970−19.0% | Reduced |
| UBS Group AG | 330,076 | $5.49M | 0.00% | +39,804+13.7% | Added |
| Invesco Ltd. | 151,740 | $2.52M | 0.00% | −3,470−2.2% | Reduced |
| Stifel Financial Corp | 143,689 | $2.39M | 0.00% | +12,650+9.7% | Added |
| Morgan Stanley | 130,767 | $2.17M | 0.00% | +2,635+2.1% | Added |
| Cohen & Steers, Inc. | 109,424 | $1.82M | 0.00% | +74,707+215.2% | Added |
| J.W. Cole Advisors, Inc. | 104,811 | $1.74M | 0.05% | +104,811 | New |
| Advisor Group Holdings, Inc. | 83,363 | $1.39M | 0.00% | +13,130+18.7% | Added |
| Koshinski Asset Management, Inc. | 68,020 | $1.13M | 0.10% | −4,751−6.5% | Reduced |
| Everstar Asset Management, LLC | 59,460 | $988.2K | 0.65% | −3,000−4.8% | Reduced |
| Commonwealth Equity Services, LLC | 58,999 | $981.0K | 0.00% | −309−0.5% | Reduced |
| LPL Financial LLC | 54,133 | $899.7K | 0.00% | +10,453+23.9% | Added |
| National Asset Management, Inc. | 50,536 | $839.9K | 0.03% | +7,217+16.7% | Added |
| Wells Fargo & Company | 48,032 | $798.3K | 0.00% | +18,482+62.5% | Added |
| Kestra Advisory Services, LLC | 42,215 | $701.6K | 0.00% | −119−0.3% | Reduced |
| Cetera Investment Advisers | 37,202 | $618.3K | 0.00% | +5,897+18.8% | Added |
| Bank of America Corp | 32,486 | $539.9K | 0.00% | +12,451+62.1% | Added |
| Royal Bank of Canada | 31,237 | $519.0K | 0.00% | +7,449+31.3% | Added |
| Private Advisor Group, LLC | 20,487 | $340.5K | 0.00% | −500−2.4% | Reduced |
| Vanguard Capital Wealth Advisors | 20,000 | $332.4K | 0.41% | +1,000+5.3% | Added |
| Raymond James Financial Inc | 19,463 | $323.5K | 0.00% | +2,300+13.4% | Added |
| GWM Advisors LLC | 19,408 | $322.6K | 0.00% | +100+0.5% | Added |
| Wedbush Securities Inc | 18,511 | $308.0K | 0.01% | −3,289−15.1% | Reduced |
| Atria Wealth Solutions, Inc. | 16,807 | $279.3K | 0.00% | −200−1.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 14,098 | $234.3K | 0.00% | −3,791−21.2% | Reduced |
| MSH Capital Advisors LLC | 12,358 | $205.4K | 0.06% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 10,891 | $181.0K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 9,726 | $161.7K | 0.01% | +164+1.7% | Added |
| GPS Wealth Strategies Group, LLC | 4,240 | $70.5K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,307 | $55.0K | 0.00% | +3,307 | New |
| Webster Bank, N. A. | 2,879 | $47.8K | 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 | $31.0K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,794 | $29.8K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,678 | $27.9K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,569 | $26.1K | 0.00% | +34+2.2% | Added |
| Consultiva Wealth Management, Corp. | 1,000 | $16.6K | 0.06% | +1,000 | New |
| FMR LLC | 915 | $15.2K | 0.00% | +915 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 500 | $8.31K | 0.00% | +500 | New |
| Alpine Bank Wealth Management | 432 | $7.18K | 0.00% | +432 | New |
| Sound Income Strategies, LLC | 200 | $3.32K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 200 | $3.32K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $17 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 0 | $7 | 0.00% | 0 | Unchanged |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −39,203−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −14,488−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −12,257−100.0% | Sold out |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −3,692−100.0% | Sold out |
| Winch Advisory Services, LLC | 0 | $0 | 0.00% | −1,264−100.0% | Sold out |
| Lee Danner & Bass Inc | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Colonial Trust Advisors | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |