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

Compass Financial Management’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	$106K	Buy	+6,541	New	+$105K	0.01%	543

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

Compass Financial Management's HPI Position: Q2 2026 in Review

Compass Financial Management opened a new position in John Hancock Preferred Income Fund (HPI) in Q2 2026: 6,541 shares worth $106K. The stake represents 0.01% of the portfolio and ranks #543 among its holdings.

63 funds tracked by Wall St. Rank hold HPI as of Q2 2026.

Compass Financial Management held 6,541 shares of John Hancock Preferred Income Fund worth $106K as of Q2 2026.
John Hancock Preferred Income Fund was a new Compass Financial Management position in Q2 2026.
John Hancock Preferred Income Fund made up 0.01% of Compass Financial Management's portfolio in Q2 2026, its #543 holding.
63 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.