Cambridge Investment Research Advisors
PDT

Cambridge Investment Research Advisors’s John Hancock Premium Dividend Fund PDT Stock Holding History

Cambridge Investment Research Advisors’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
Q1 		$491K Sell
37,447
-36
-0.1% -$472 ﹤0.01% 2821
2025
Q4 		$476K Sell
37,483
-5,031
-12% -$65.2K ﹤0.01% 2764
2025
Q3 		$567K Sell
42,514
-3,324
-7% -$44.3K ﹤0.01% 2554
2025
Q2 		$604K Buy
45,838
+610
+1% +$7.77K ﹤0.01% 2372
2025
Q1 		$592K Buy
45,228
+503
+1% +$6.45K ﹤0.01% 2268
2024
Q4 		$570K Buy
44,725
+345
+0.8% +$4.46K ﹤0.01% 2315
2024
Q3 		$587K Buy
44,380
+1,802
+4% +$22.6K ﹤0.01% 2275
2024
Q2 		$502K Sell
42,578
-12,918
-23% -$148K ﹤0.01% 2295
2024
Q1 		$647K Sell
55,496
-3,241
-6% -$36.2K ﹤0.01% 2044
2023
Q4 		$626K Sell
58,737
-4,317
-7% -$43.5K ﹤0.01% 2006
2023
Q3 		$607K Buy
63,054
+12,938
+26% +$137K ﹤0.01% 1930
2023
Q2 		$590K Sell
50,116
-2,317
-4% -$27.6K ﹤0.01% 2005
2023
Q1 		$650K Buy
52,433
+2,254
+4% +$29.1K ﹤0.01% 1905
2022
Q4 		$649K Buy
50,179
+1,034
+2% +$14K ﹤0.01% 1824
2022
Q3 		$665K Sell
49,145
-598
-1% -$8.8K ﹤0.01% 1745
2022
Q2 		$697K Sell
49,743
-1,315
-3% -$19.8K ﹤0.01% 1714
2022
Q1 		$838K Buy
51,058
+6,971
+16% +$112K ﹤0.01% 1698
2021
Q4 		$737K Buy
44,087
+2,235
+5% +$38.3K ﹤0.01% 1792
2021
Q3 		$696K Buy
41,852
+359
+0.9% +$6.06K ﹤0.01% 1796
2021
Q2 		$703K Buy
41,493
+323
+0.8% +$5.25K ﹤0.01% 1792
2021
Q1 		$615K Sell
41,170
-8,356
-17% -$117K ﹤0.01% 1743
2020
Q4 		$702K Sell
49,526
-8,024
-14% -$108K ﹤0.01% 1546
2020
Q3 		$717K Sell
57,550
-17,869
-24% -$235K ﹤0.01% 1382
2020
Q2 		$1M Sell
75,419
-12,890
-15% -$166K 0.01% 1117
2020
Q1 		$1.08M Sell
88,309
-28,544
-24% -$460K 0.01% 936
2019
Q4 		$2.1M Buy
116,853
+3,301
+3% +$57.7K 0.02% 766
2019
Q3 		$2.06M Sell
113,552
-7,815
-6% -$136K 0.02% 739
2019
Q2 		$2.06M Buy
121,367
+18,574
+18% +$311K 0.02% 698
2019
Q1 		$1.71M Sell
102,793
-6,107
-6% -$96.5K 0.02% 780
2018
Q4 		$1.51M Buy
108,900
+5,699
+6% +$87.3K 0.02% 742
2018
Q3 		$1.68M Buy
103,201
+145
+0.1% +$2.35K 0.02% 755
2018
Q2 		$1.7M Sell
103,056
-1,461
-1% -$22.6K 0.02% 710
2018
Q1 		$1.59M Sell
104,517
-2,763
-3% -$42.6K 0.02% 713
2017
Q4 		$1.84M Buy
107,280
+10,711
+11% +$181K 0.02% 620
2017
Q3 		$1.63M Buy
96,569
+26,013
+37% +$441K 0.02% 606
2017
Q2 		$1.18M Buy
70,556
+558
+0.8% +$9.19K 0.02% 726
2017
Q1 		$1.11M Sell
69,998
-5,726
-8% -$90.4K 0.02% 682
2016
Q4 		$1.19M Buy
75,724
+6,547
+9% +$96.9K 0.02% 597
2016
Q3 		$1.13M Buy
69,177
+744
+1% +$12.7K 0.02% 627
2016
Q2 		$1.16M Buy
68,433
+13,956
+26% +$220K 0.02% 544
2016
Q1 		$824K Buy
54,477
+19,036
+54% +$267K 0.02% 654
2015
Q4 		$486K Sell
35,441
-2,030
-5% -$27.1K 0.01% 860
2015
Q3 		$471K Buy
37,471
+1,567
+4% +$20.7K 0.01% 782
2015
Q2 		$470K Buy
35,904
+11,864
+49% +$163K 0.01% 841
2015
Q1 		$334K Buy
24,040
+1,837
+8% +$25.8K 0.01% 1006
2014
Q4 		$305K Buy
22,203
+2,755
+14% +$37.6K 0.01% 1016
2014
Q3 		$256K Buy
19,448
+3,191
+20% +$42.4K 0.01% 1181
2014
Q2 		$221K Buy
16,257
+356
+2% +$4.72K 0.01% 1154
2014
Q1 		$206K Sell
15,901
-164
-1% -$2.02K 0.01% 1142
2013
Q4 		$186K Sell
16,065
-4,916
-23% -$58.8K 0.01% 1110
2013
Q3 		$251K Sell
20,981
-2,777
-12% -$34.9K 0.01% 934
2013
Q2 		$315K Buy
+23,758
New +$335K 0.02% 738

Other funds holding PDT

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
PFA
Pathway Financial Advisers Auburn, Indiana $354M AUM 21.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Cambridge Investment Research Advisors's PDT Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its John Hancock Premium Dividend Fund (PDT) stake by 0.1% in Q1 2026, selling an estimated $472 and leaving 37,447 shares worth $491K. The position accounts for ﹤0.01% of the portfolio, ranked #2821.

Cambridge Investment Research Advisors first reported a position in PDT in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.1M in Q4 2019. 97 funds tracked by Wall St. Rank hold PDT as of Q1 2026.

  • Cambridge Investment Research Advisors held 37,447 shares of John Hancock Premium Dividend Fund worth $491K as of Q1 2026.
  • Cambridge Investment Research Advisors sold 36 John Hancock Premium Dividend Fund shares in Q1 2026, an estimated $472.
  • John Hancock Premium Dividend Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #2821 holding.
  • Cambridge Investment Research Advisors first reported a position in John Hancock Premium Dividend Fund in Q2 2013 and has held it in 52 quarters since.
  • Cambridge Investment Research Advisors's John Hancock Premium Dividend Fund position peaked at $2.1M in Q4 2019.
  • 97 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.