B. Riley Wealth Advisors’s John Hancock Preferred Income Fund HPI Stock Holding History

B. Riley Wealth Advisors’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 Q3	$189K	Buy	13,522 +492	+4%	+$7.72K	0.01%	947
2026 Q2	$211K	Buy	13,030 +50	+0.4%	+$803	0.01%	756
2026 Q1	$199K	Buy	12,980 +78	+0.6%	+$1.26K	0.01%	724
2025 Q4	$209K	Buy	12,902 +74	+0.6%	+$1.26K	0.01%	850
2025 Q3	$223K	Buy	12,828 +98	+0.8%	+$1.6K	0.01%	851
2025 Q2	$204K	Sell	12,730 -4,122	-24%	-$65.3K	0.01%	890
2025 Q1	$280K	Buy	16,852 +43	+0.3%	+$732	0.01%	1006
2024 Q4	$282K	Buy	16,809 +728	+5%	+$12.9K	0.01%	893
2024 Q3	$306K	Buy	16,081 +483	+3%	+$8.41K	0.01%	940
2024 Q2	$261K	Sell	15,598 -1,462	-9%	-$24.1K	0.01%	1093
2024 Q1	$249K	Sell	17,060 -1,391	-8%	-$22.4K	0.01%	1150
2023 Q4	$293K	Buy	18,451 +1,391	+8%	+$20.1K	0.01%	1064
2023 Q3	$249K	Sell	17,060 -13,427	-44%	-$204K	0.01%	1150
2023 Q2	$465K	Buy	30,487 +2,206	+8%	+$32.9K	0.01%	888
2023 Q1	$453K	Buy	28,281 +5,126	+22%	+$85.3K	0.01%	851
2022 Q4	$375K	Buy	23,155 +3,106	+15%	+$49.5K	0.01%	923
2022 Q3	$322K	Buy	20,049 +6,132	+44%	+$109K	0.01%	963
2022 Q2	$244K	Buy	13,917 +2,000	+17%	+$35.9K	0.01%	964
2022 Q1	$231K	Buy	+11,917	New	+$229K	0.01%	1145
2019 Q2	–	Sell	-10,050	Closed	-$228K	–	806
2019 Q1	$228K	Sell	10,050 -500	-5%	-$10.6K	0.03%	605
2018 Q4	$199K	Buy	+10,550	New	+$216K	0.03%	579

Other funds holding HPI

TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $695M AUM 28.3% 1-Year Est. Return

KPP Advisory Services Louisville, Kentucky $594M AUM 20.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

City Holding Co Charleston, West Virginia $898M AUM 21.62% 1-Year Est. Return

B. Riley Wealth Advisors's HPI Position: Q3 2026 in Review

B. Riley Wealth Advisors increased its John Hancock Preferred Income Fund (HPI) stake by 3.8% in Q3 2026, buying an estimated $7.72K and bringing the position to 13,522 shares worth $189K. The position accounts for 0.01% of the portfolio, ranked #947.

B. Riley Wealth Advisors first reported a position in HPI in Q4 2018 and has held it in 21 quarters since. The position peaked at $465K in Q2 2023. 15 funds tracked by Wall St. Rank hold HPI as of Q3 2026.

B. Riley Wealth Advisors held 13,522 shares of John Hancock Preferred Income Fund worth $189K as of Q3 2026.
B. Riley Wealth Advisors bought 492 John Hancock Preferred Income Fund shares in Q3 2026, an estimated $7.72K.
John Hancock Preferred Income Fund made up 0.01% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #947 holding.
B. Riley Wealth Advisors first reported a position in John Hancock Preferred Income Fund in Q4 2018 and has held it in 21 quarters since.
B. Riley Wealth Advisors's John Hancock Preferred Income Fund position peaked at $465K in Q2 2023.
15 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.