Anchor Investment Management’s John Hancock Preferred Income Fund II HPF Stock Holding History

Anchor Investment Management’s Portfolio HPF Stock Details HPF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$18K	Hold	1,153	–	–	﹤0.01%	753
2025 Q4	$18.5K	Hold	1,153	–	–	﹤0.01%	737
2025 Q3	$19.4K	Hold	1,153	–	–	﹤0.01%	735
2025 Q2	$18.2K	Sell	1,153 -710	-38%	-$11.2K	﹤0.01%	730
2025 Q1	$31K	Hold	1,863	–	–	﹤0.01%	643
2024 Q4	$30.8K	Sell	1,863 -250	-12%	-$4.41K	﹤0.01%	639
2024 Q3	$39.4K	Hold	2,113	–	–	﹤0.01%	594
2024 Q2	$35.9K	Hold	2,113	–	–	﹤0.01%	564
2024 Q1	$34.9K	Buy	2,113 +3	+0.1%	+$49	﹤0.01%	586
2023 Q4	$33.3K	Buy	2,110 +10	+0.5%	+$146	﹤0.01%	575
2023 Q3	$30.4K	Buy	2,100 +10	+0.5%	+$151	﹤0.01%	591
2023 Q2	$31.5K	Buy	2,090 +9	+0.4%	+$135	﹤0.01%	581
2023 Q1	$32.3K	Buy	2,081 +8	+0.4%	+$132	﹤0.01%	599
2022 Q4	$32.5K	Sell	2,073 -992	-32%	-$15.8K	﹤0.01%	580
2022 Q3	$50.4K	Buy	3,065 +8	+0.3%	+$144	0.01%	505
2022 Q2	$55K	Buy	3,057 +7	+0.2%	+$127	0.01%	520
2022 Q1	$58.1K	Sell	3,050 -147	-5%	-$2.81K	0.01%	529
2021 Q4	$66.8K	Buy	3,197 +6	+0.2%	+$129	0.01%	521
2021 Q3	$69.3K	Buy	3,191 +5	+0.2%	+$110	0.01%	481
2021 Q2	$68.8K	Buy	3,186 +6	+0.2%	+$127	0.01%	494
2021 Q1	$66.1K	Sell	3,180 -135	-4%	-$2.56K	0.01%	481
2020 Q4	$63K	Sell	3,315 -196	-6%	-$3.58K	0.01%	437
2020 Q3	$62.6K	Buy	3,511 +6	+0.2%	+$109	0.01%	414
2020 Q2	$63.2K	Buy	3,505 +7	+0.2%	+$119	0.01%	400
2020 Q1	$53.9K	Sell	3,498 -495	-12%	-$9.98K	0.01%	404
2019 Q4	$89K	Buy	3,993 +5	+0.1%	+$110	0.02%	386
2019 Q3	$93.2K	Buy	3,988 +5	+0.1%	+$116	0.02%	370
2019 Q2	$91.7K	Sell	3,983 -1,495	-27%	-$33.3K	0.02%	377
2019 Q1	$120K	Buy	5,478 +6	+0.1%	+$126	0.03%	342
2018 Q4	$103K	Buy	5,472 +5	+0.1%	+$100	0.03%	347
2018 Q3	$116K	Buy	5,467 +6	+0.1%	+$128	0.03%	354
2018 Q2	$116K	Buy	5,461 +5	+0.1%	+$102	0.03%	364
2018 Q1	$109K	Buy	5,456 +5	+0.1%	+$101	0.03%	372
2017 Q4	$117K	Buy	5,451 +5	+0.1%	+$108	0.03%	349
2017 Q3	$119K	Buy	5,446 +5	+0.1%	+$109	0.04%	322
2017 Q2	$119K	Buy	5,441 +4	+0.1%	+$87	0.04%	301
2017 Q1	$115K	Buy	5,437 +5	+0.1%	+$104	0.04%	302
2016 Q4	$110K	Buy	5,432 +4	+0.1%	+$82	0.04%	298
2016 Q3	$122K	Buy	5,428 +5	+0.1%	+$114	0.05%	271
2016 Q2	$123K	Buy	5,423 +4	+0.1%	+$87	0.05%	267
2016 Q1	$115K	Buy	+5,419	New	+$108K	0.05%	267

Other funds holding HPF

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

APW

Axim Planning & Wealth Springboro, Ohio $82.4M AUM 28.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Anchor Investment Management's HPF Position: Q1 2026 in Review

Anchor Investment Management held its John Hancock Preferred Income Fund II (HPF) position steady in Q1 2026 at 1,153 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #753.

Anchor Investment Management first reported a position in HPF in Q1 2016 and has held it in 41 quarters since. The position peaked at $123K in Q2 2016. 44 funds tracked by Wall St. Rank hold HPF as of Q1 2026.

Anchor Investment Management held 1,153 shares of John Hancock Preferred Income Fund II worth $18K as of Q1 2026.
Anchor Investment Management left its John Hancock Preferred Income Fund II share count unchanged in Q1 2026.
John Hancock Preferred Income Fund II made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #753 holding.
Anchor Investment Management first reported a position in John Hancock Preferred Income Fund II in Q1 2016 and has held it in 41 quarters since.
Anchor Investment Management's John Hancock Preferred Income Fund II position peaked at $123K in Q2 2016.
44 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.