BF
HPI

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

BOK Financial’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
2025
Q1 		– Sell
-950
Closed -$15.8K – 1317
2024
Q4 		$15.8K Hold
950
– – ﹤0.01% 930
2024
Q3 		$18.1K Buy
+950
New +$16.5K ﹤0.01% 934

Other funds holding HPI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

BOK Financial's HPI Position: Q1 2025 in Review

BOK Financial sold out of John Hancock Preferred Income Fund (HPI) in Q1 2025, closing a stake of 950 shares — an estimated $15.8K sold.

BOK Financial first reported a position in HPI in Q3 2024 and held it in 2 quarters. The position peaked at $18.1K in Q3 2024. 63 funds tracked by Wall St. Rank hold HPI as of Q1 2025.

  • BOK Financial reported no remaining John Hancock Preferred Income Fund position as of Q1 2025 after selling out during the quarter.
  • BOK Financial sold 950 John Hancock Preferred Income Fund shares in Q1 2025, an estimated $15.8K.
  • BOK Financial first reported a position in John Hancock Preferred Income Fund in Q3 2024 and held it in 2 quarters.
  • BOK Financial's John Hancock Preferred Income Fund position peaked at $18.1K in Q3 2024.
  • 63 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q1 2025.

Based on BOK Financial's 13F filing for Q1 2025, filed 13 May 2025.