Commonwealth Equity Services’s John Hancock Preferred Income Fund HPI Stock Holding History

Commonwealth Equity Services’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 Q1	$4.27M	Buy	272,195 +4,323	+2%	+$69.7K	0.01%	1441
2025 Q4	$4.34M	Sell	267,872 -9,471	-3%	-$161K	0.01%	1424
2025 Q3	$4.81M	Buy	277,343 +9,658	+4%	+$157K	0.01%	1376
2025 Q2	$4.28M	Buy	267,685 +7,731	+3%	+$122K	0.01%	1438
2025 Q1	$4.31M	Sell	259,954 -269	-0.1%	-$4.58K	0.01%	1371
2024 Q4	$4.33M	Buy	260,223 +16,029	+7%	+$284K	0.01%	1329
2024 Q3	$4.63M	Sell	244,194 -34,350	-12%	-$598K	0.01%	1269
2024 Q2	$4.65M	Buy	278,544 +3,692	+1%	+$60.9K	0.01%	1236
2024 Q1	$4.57M	Buy	274,852 +24,559	+10%	+$396K	0.01%	1228
2023 Q4	$3.95M	Buy	250,293 +13,209	+6%	+$191K	0.01%	1244
2023 Q3	$3.45M	Buy	237,084 +27,540	+13%	+$418K	0.01%	1251
2023 Q2	$3.19M	Sell	209,544 -6,175	-3%	-$92.2K	0.01%	1314
2023 Q1	$3.45K	Buy	215,719 +3,235	+2%	+$53.9K	0.01%	1210
2022 Q4	$3.41M	Buy	212,484 +12,574	+6%	+$200K	0.01%	1179
2022 Q3	$3.2M	Buy	199,910 +10,288	+5%	+$183K	0.01%	1133
2022 Q2	$3.32M	Sell	189,622 -1,872	-1%	-$33.6K	0.01%	1120
2022 Q1	$3.71M	Buy	191,494 +9,021	+5%	+$173K	0.01%	1121
2021 Q4	$3.79M	Buy	182,473 +3,008	+2%	+$63.9K	0.01%	1077
2021 Q3	$3.86M	Buy	179,465 +4,277	+2%	+$92.8K	0.01%	1025
2021 Q2	$3.78M	Buy	175,188 +2,271	+1%	+$47.6K	0.01%	1012
2021 Q1	$3.57M	Buy	172,917 +7,206	+4%	+$138K	0.01%	957
2020 Q4	$3.26M	Sell	165,711 -8,674	-5%	-$166K	0.01%	941
2020 Q3	$3.28M	Sell	174,385 -3,943	-2%	-$79.1K	0.01%	829
2020 Q2	$3.49M	Buy	178,328 +11,129	+7%	+$201K	0.01%	748
2020 Q1	$2.69M	Sell	167,199 -1,337	-0.8%	-$28K	0.01%	755
2019 Q4	$3.84M	Buy	168,536 +2,386	+1%	+$54K	0.01%	706
2019 Q3	$4.01M	Sell	166,150 -6,215	-4%	-$147K	0.02%	660
2019 Q2	$3.99M	Buy	172,365 +8,183	+5%	+$188K	0.02%	651
2019 Q1	$3.72M	Buy	164,182 +8,357	+5%	+$177K	0.02%	658
2018 Q4	$2.94M	Buy	155,825 +19,024	+14%	+$389K	0.02%	663
2018 Q3	$3.01M	Buy	136,801 +9,674	+8%	+$213K	0.01%	735
2018 Q2	$2.77M	Buy	127,127 +7,769	+7%	+$163K	0.01%	743
2018 Q1	$2.44M	Buy	119,358 +2,725	+2%	+$56.1K	0.01%	754
2017 Q4	$2.5M	Buy	116,633 +53,386	+84%	+$1.15M	0.01%	740
2017 Q3	$1.39M	Sell	63,247 -52,916	-46%	-$1.16M	0.01%	1008
2017 Q2	$2.54M	Buy	116,163 +6,677	+6%	+$146K	0.02%	662
2017 Q1	$2.33M	Buy	109,486 +3,078	+3%	+$64.5K	0.02%	675
2016 Q4	$2.17M	Buy	106,408 +4,610	+5%	+$94.3K	0.02%	685
2016 Q3	$2.29M	Buy	101,798 +1,775	+2%	+$40.4K	0.02%	634
2016 Q2	$2.29M	Buy	100,023 +3,209	+3%	+$71.2K	0.02%	596
2016 Q1	$2.15M	Buy	96,814 +10,768	+13%	+$223K	0.02%	607
2015 Q4	$1.72M	Buy	86,046 +4,361	+5%	+$85.8K	0.02%	681
2015 Q3	$1.58M	Buy	81,685 +114	+0.1%	+$2.22K	0.02%	678
2015 Q2	$1.58M	Sell	81,571 -1,696	-2%	-$34.8K	0.02%	726
2015 Q1	$1.76M	Buy	83,267 +4,233	+5%	+$88.4K	0.02%	658
2014 Q4	$1.61M	Buy	79,034 +1,907	+2%	+$38.9K	0.02%	661
2014 Q3	$1.55M	Buy	77,127 +2,533	+3%	+$50.9K	0.02%	652
2014 Q2	$1.54M	Buy	74,594 +10,504	+16%	+$212K	0.02%	655
2014 Q1	$1.28M	Buy	64,090 +32,235	+101%	+$610K	0.02%	686
2013 Q4	$569K	Sell	31,855 -1,428	-4%	-$26.2K	0.01%	1079
2013 Q3	$642K	Sell	33,283 -3,975	-11%	-$77.1K	0.01%	960
2013 Q2	$775K	Buy	+37,258	New	+$846K	0.01%	796

Other funds holding HPI

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

TCMG

TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Commonwealth Equity Services's HPI Position: Q1 2026 in Review

Commonwealth Equity Services increased its John Hancock Preferred Income Fund (HPI) stake by 1.6% in Q1 2026, buying an estimated $69.7K and bringing the position to 272,195 shares worth $4.27M. The position accounts for 0.01% of the portfolio, ranked #1441.

Commonwealth Equity Services first reported a position in HPI in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.81M in Q3 2025. 63 funds tracked by Wall St. Rank hold HPI as of Q1 2026.

Commonwealth Equity Services held 272,195 shares of John Hancock Preferred Income Fund worth $4.27M as of Q1 2026.
Commonwealth Equity Services bought 4,323 John Hancock Preferred Income Fund shares in Q1 2026, an estimated $69.7K.
John Hancock Preferred Income Fund made up 0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #1441 holding.
Commonwealth Equity Services first reported a position in John Hancock Preferred Income Fund in Q2 2013 and has held it in 52 quarters since.
Commonwealth Equity Services's John Hancock Preferred Income Fund position peaked at $4.81M in Q3 2025.
63 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.