Blue Bell Private Wealth Management’s John Hancock Premium Dividend Fund PDT Stock Holding History

Blue Bell Private Wealth Management’s Portfolio PDT Stock Details PDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$123K	Buy	+9,534	New	+$124K	0.02%	330

Other funds holding PDT

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PFA

Pathway Financial Advisers Auburn, Indiana $397M AUM 33.93% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Blue Bell Private Wealth Management's PDT Position: Q2 2026 in Review

Blue Bell Private Wealth Management opened a new position in John Hancock Premium Dividend Fund (PDT) in Q2 2026: 9,534 shares worth $123K. The stake represents 0.02% of the portfolio and ranks #330 among its holdings.

108 funds tracked by Wall St. Rank hold PDT as of Q2 2026.

Blue Bell Private Wealth Management held 9,534 shares of John Hancock Premium Dividend Fund worth $123K as of Q2 2026.
John Hancock Premium Dividend Fund was a new Blue Bell Private Wealth Management position in Q2 2026.
John Hancock Premium Dividend Fund made up 0.02% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #330 holding.
108 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.