Axim Planning & Wealth’s John Hancock Preferred Income Fund II HPF Stock Holding History

Axim Planning & Wealth’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	$4.25M	Sell	272,251 -50,759	-16%	-$811K	5.16%	2
2025 Q4	$5.19M	Sell	323,010 -9,800	-3%	-$161K	5.46%	2
2025 Q3	$5.61M	Buy	332,810 +10,752	+3%	+$174K	4.43%	2
2025 Q2	$5.09M	Sell	322,058 -11,260	-3%	-$178K	4.65%	2
2025 Q1	$5.54M	Sell	333,318 -77,970	-19%	-$1.31M	4.91%	2
2024 Q4	$6.81M	Sell	411,288 -8,715	-2%	-$154K	7.25%	2
2024 Q3	$7.83M	Buy	420,003 +51,730	+14%	+$883K	8.82%	2
2024 Q2	$6.25M	Buy	368,273 +201,080	+120%	+$3.38M	7.49%	2
2024 Q1	$2.76M	Buy	167,193 +79,193	+90%	+$1.29M	2.24%	4
2023 Q4	$1.39M	Buy	+88,000	New	+$1.28M	1.27%	4

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

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

EAM

Everstar Asset Management Mooresville, North Carolina $188M AUM 14.47% 1-Year Est. Return

Axim Planning & Wealth's HPF Position: Q1 2026 in Review

Axim Planning & Wealth reduced its John Hancock Preferred Income Fund II (HPF) stake by 16% in Q1 2026, selling an estimated $811K and leaving 272,251 shares worth $4.25M. The position accounts for 5.16% of the portfolio, ranked #2.

Axim Planning & Wealth first reported a position in HPF in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.83M in Q3 2024. 44 funds tracked by Wall St. Rank hold HPF as of Q1 2026.

Axim Planning & Wealth held 272,251 shares of John Hancock Preferred Income Fund II worth $4.25M as of Q1 2026.
Axim Planning & Wealth sold 50,759 John Hancock Preferred Income Fund II shares in Q1 2026, an estimated $811K.
John Hancock Preferred Income Fund II made up 5.16% of Axim Planning & Wealth's portfolio in Q1 2026, its #2 holding.
Axim Planning & Wealth first reported a position in John Hancock Preferred Income Fund II in Q4 2023 and has held it in 10 quarters since.
Axim Planning & Wealth's John Hancock Preferred Income Fund II position peaked at $7.83M in Q3 2024.
44 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q1 2026.

Based on Axim Planning & Wealth's 13F filing for Q1 2026, filed 14 May 2026.