Advisory Services Network’s John Hancock Preferred Income Fund HPI Stock Holding History

Advisory Services Network’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	–	Sell	-700	Closed	-$11K	–	3281
2026 Q1	$11K	Buy	+700	New	+$11.3K	﹤0.01%	3511
2025 Q4	–	Sell	-700	Closed	-$12.1K	–	2907
2025 Q3	$12.1K	Buy	+700	New	+$11.4K	﹤0.01%	3198
2024 Q1	–	Sell	-700	Closed	-$11K	–	2421
2023 Q4	$11K	Buy	+700	New	+$10.1K	﹤0.01%	2816
2023 Q2	–	Sell	-1,619	Closed	-$25.9K	–	2410
2023 Q1	$25.9K	Hold	1,619	–	–	﹤0.01%	2394
2022 Q4	$26K	Buy	+1,619	New	+$25.8K	﹤0.01%	2325
2021 Q3	–	Sell	-1,059	Closed	-$23K	–	2214
2021 Q2	$23K	Buy	+1,059	New	+$22.2K	﹤0.01%	2440
2021 Q1	–	Sell	-1,074	Closed	-$21K	–	2025
2020 Q4	$21K	Hold	1,074	–	–	﹤0.01%	2121
2020 Q3	$20K	Buy	+1,074	New	+$21.5K	﹤0.01%	2086
2020 Q2	–	Sell	-221	Closed	-$4K	–	1780
2020 Q1	$4K	Hold	221	–	–	﹤0.01%	2554
2019 Q4	$5K	Hold	221	–	–	﹤0.01%	2608
2019 Q3	$5K	Hold	221	–	–	﹤0.01%	2408
2019 Q2	$5K	Hold	221	–	–	﹤0.01%	2406
2019 Q1	$5K	Hold	221	–	–	﹤0.01%	2088
2018 Q4	$4K	Buy	221 +1	+0.5%	+$20	﹤0.01%	2112
2018 Q3	$5K	Hold	220	–	–	﹤0.01%	2063
2018 Q2	$5K	Hold	220	–	–	﹤0.01%	2016
2018 Q1	$5K	Sell	220 -212	-49%	-$4.37K	﹤0.01%	2113
2017 Q4	$9K	Buy	432 +182	+73%	+$3.93K	﹤0.01%	1880
2017 Q3	$5K	Buy	250 +5	+2%	+$109	﹤0.01%	1879
2017 Q2	$5K	Sell	245 -7	-3%	-$153	﹤0.01%	1804
2017 Q1	$5K	Buy	+252	New	+$5.28K	﹤0.01%	1708
2016 Q3	$8K	Sell	359 -40	-10%	-$911	﹤0.01%	1376
2016 Q2	$9K	Buy	+399	New	+$8.86K	﹤0.01%	1238
2015 Q4	–	Sell	-978	Closed	-$19K	–	1562
2015 Q3	$19K	Hold	978	–	–	0.01%	759
2015 Q2	$19K	Hold	978	–	–	0.01%	742
2015 Q1	$21K	Hold	978	–	–	0.01%	670
2014 Q4	$20K	Buy	+978	New	+$20K	0.01%	587

Other funds holding HPI

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

TCMG

TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Advisory Services Network's HPI Position: Q2 2026 in Review

Advisory Services Network sold out of John Hancock Preferred Income Fund (HPI) in Q2 2026, closing a stake of 700 shares — an estimated $11K sold.

Advisory Services Network first reported a position in HPI in Q4 2014 and held it in 27 quarters. The position peaked at $26K in Q4 2022. 65 funds tracked by Wall St. Rank hold HPI as of Q2 2026.

Advisory Services Network reported no remaining John Hancock Preferred Income Fund position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 700 John Hancock Preferred Income Fund shares in Q2 2026, an estimated $11K.
Advisory Services Network first reported a position in John Hancock Preferred Income Fund in Q4 2014 and held it in 27 quarters.
Advisory Services Network's John Hancock Preferred Income Fund position peaked at $26K in Q4 2022.
65 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.