AssetMark Inc’s John Hancock Preferred Income Fund HPI Stock Holding History

AssetMark Inc’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 Q1	–	Sell	-315	Closed	-$5.1K	–	3508
2025 Q4	$5.1K	Hold	315	–	–	﹤0.01%	2467
2025 Q3	$5.46K	Buy	+315	New	+$5.13K	﹤0.01%	2317
2020 Q3	–	Sell	-5	Closed	–	–	1361
2020 Q2	$0	Buy	+5	New	+$90	﹤0.01%	1336

Other funds holding HPI

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

TCMG

TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AssetMark Inc's HPI Position: Q1 2026 in Review

AssetMark Inc sold out of John Hancock Preferred Income Fund (HPI) in Q1 2026, closing a stake of 315 shares — an estimated $5.1K sold.

AssetMark Inc first reported a position in HPI in Q2 2020 and held it in 3 quarters. The position peaked at $5.46K in Q3 2025. 63 funds tracked by Wall St. Rank hold HPI as of Q1 2026.

AssetMark Inc reported no remaining John Hancock Preferred Income Fund position as of Q1 2026 after selling out during the quarter.
AssetMark Inc sold 315 John Hancock Preferred Income Fund shares in Q1 2026, an estimated $5.1K.
AssetMark Inc first reported a position in John Hancock Preferred Income Fund in Q2 2020 and held it in 3 quarters.
AssetMark Inc's John Hancock Preferred Income Fund position peaked at $5.46K in Q3 2025.
63 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.