Advisory Resource Group’s John Hancock Preferred Income Fund HPI Stock Holding History

Advisory Resource Group’s Portfolio HPI Stock Details HPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.62M	Buy	100,187 +76	+0.1%	+$1.22K	0.24%	101
2026 Q1	$1.57M	Sell	100,111 -3,084	-3%	-$49.7K	0.27%	78
2025 Q4	$1.67M	Sell	103,195 -663	-0.6%	-$11.3K	0.29%	70
2025 Q3	$1.8M	Sell	103,858 -559	-0.5%	-$9.11K	0.32%	66
2025 Q2	$1.67M	Sell	104,417 -1,641	-2%	-$26K	0.32%	66
2025 Q1	$1.76M	Buy	106,058 +18	+0%	+$307	0.36%	66
2024 Q4	$1.76M	Sell	106,040 -6,648	-6%	-$118K	0.37%	61
2024 Q3	$2.14M	Sell	112,688 -11,631	-9%	-$203K	0.46%	56
2024 Q2	$2.08M	Sell	124,319 -1,183	-0.9%	-$19.5K	0.47%	53
2024 Q1	$2.09M	Sell	125,502 -4,629	-4%	-$74.6K	0.48%	48
2023 Q4	$2.05M	Sell	130,131 -647	-0.5%	-$9.36K	0.51%	46
2023 Q3	$1.91M	Sell	130,778 -461	-0.4%	-$7K	0.51%	47
2023 Q2	$2M	Buy	131,239 +640	+0.5%	+$9.55K	0.54%	49
2023 Q1	$2.09M	Sell	130,599 -821	-0.6%	-$13.7K	0.59%	47
2022 Q4	$2.11M	Sell	131,420 -3,332	-2%	-$53.1K	0.63%	40
2022 Q3	$2.16M	Buy	134,752 +391	+0.3%	+$6.97K	0.71%	38
2022 Q2	$2.35M	Sell	134,361 -104	-0.1%	-$1.87K	0.77%	34
2022 Q1	$2.6M	Sell	134,465 -15,353	-10%	-$295K	0.81%	32
2021 Q4	$2.92M	Buy	149,818 +1,629	+1%	+$34.6K	0.98%	21
2021 Q3	$3.19M	Sell	148,189 -9,050	-6%	-$196K	1.17%	20
2021 Q2	$3.4M	Sell	157,239 -4,637	-3%	-$97.2K	1.36%	17
2021 Q1	$3.35M	Buy	161,876 +264	+0.2%	+$5.07K	1.56%	14
2020 Q4	$3.18M	Sell	161,612 -5,221	-3%	-$99.8K	1.58%	13
2020 Q3	$3.14M	Sell	166,833 -18,130	-10%	-$364K	1.84%	11
2020 Q2	$3.62M	Buy	184,963 +514	+0.3%	+$9.3K	2.23%	10
2020 Q1	$2.96M	Sell	184,449 -4,726	-2%	-$99K	2.27%	7
2019 Q4	$4.32M	Sell	189,175 -4,086	-2%	-$92.5K	2.43%	8
2019 Q3	$4.67M	Buy	193,261 +5,083	+3%	+$120K	2.5%	10
2019 Q2	$4.36M	Buy	188,178 +129	+0.1%	+$2.96K	2.39%	10
2019 Q1	$4.26M	Buy	188,049 +3,109	+2%	+$65.9K	2.38%	10
2018 Q4	$3.48M	Buy	+184,940	New	+$3.78M	2.14%	10

Other funds holding HPI

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MCFP

Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

CHC

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

PSB

Piscataqua Savings Bank Portsmouth, New Hampshire $148M AUM 32.61% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Advisory Resource Group's HPI Position: Q2 2026 in Review

Advisory Resource Group increased its John Hancock Preferred Income Fund (HPI) stake by 0.08% in Q2 2026, buying an estimated $1.22K and bringing the position to 100,187 shares worth $1.62M. The position accounts for 0.24% of the portfolio, ranked #101.

Advisory Resource Group first reported a position in HPI in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.67M in Q3 2019. 10 funds tracked by Wall St. Rank hold HPI as of Q2 2026.

Advisory Resource Group held 100,187 shares of John Hancock Preferred Income Fund worth $1.62M as of Q2 2026.
Advisory Resource Group bought 76 John Hancock Preferred Income Fund shares in Q2 2026, an estimated $1.22K.
John Hancock Preferred Income Fund made up 0.24% of Advisory Resource Group's portfolio in Q2 2026, its #101 holding.
Advisory Resource Group first reported a position in John Hancock Preferred Income Fund in Q4 2018 and has held it in 31 quarters since.
Advisory Resource Group's John Hancock Preferred Income Fund position peaked at $4.67M in Q3 2019.
10 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.