Birchwood Financial Partners’s John Hancock Preferred Income Fund HPI Stock Holding History

Birchwood Financial Partners’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	$76.3K	Buy	4,704 +105	+2%	+$1.69K	0.06%	142
2026 Q1	$72.2K	Buy	4,599 +105	+2%	+$1.69K	0.07%	136
2025 Q4	$72.8K	Buy	+4,494	New	+$76.4K	0.07%	131

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

Birchwood Financial Partners's HPI Position: Q2 2026 in Review

Birchwood Financial Partners increased its John Hancock Preferred Income Fund (HPI) stake by 2.3% in Q2 2026, buying an estimated $1.69K and bringing the position to 4,704 shares worth $76.3K. The position accounts for 0.06% of the portfolio, ranked #142.

Birchwood Financial Partners first reported a position in HPI in Q4 2025 and has held it in 3 quarters since. 65 funds tracked by Wall St. Rank hold HPI as of Q2 2026.

Birchwood Financial Partners held 4,704 shares of John Hancock Preferred Income Fund worth $76.3K as of Q2 2026.
Birchwood Financial Partners bought 105 John Hancock Preferred Income Fund shares in Q2 2026, an estimated $1.69K.
John Hancock Preferred Income Fund made up 0.06% of Birchwood Financial Partners's portfolio in Q2 2026, its #142 holding.
Birchwood Financial Partners first reported a position in John Hancock Preferred Income Fund in Q4 2025 and has held it in 3 quarters since.
65 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.