Connecticut Wealth Management’s John Hancock Premium Dividend Fund PDT Stock Holding History

Connecticut 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 Q3	$864K	Buy	73,742 +55,000	+293%	+$693K	0.03%	171
2026 Q2	$243K	Hold	18,742	–	–	0.01%	314
2026 Q1	$246K	Hold	18,742	–	–	0.01%	301
2025 Q4	$238K	Hold	18,742	–	–	0.01%	295
2025 Q3	$250K	Buy	+18,742	New	+$250K	0.01%	293

Other funds holding PDT

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Pathway Financial Advisers Auburn, Indiana $399M AUM 23.1% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Sovran Advisors San Diego, California $1.45B AUM 13.87% 1-Year Est. Return

Websterrogers Financial Advisors Florence, South Carolina $379M AUM 9.65% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Coquina Private Wealth LLC Port Charlotte, Florida $150M AUM 22.44% 1-Year Est. Return

Connecticut Wealth Management's PDT Position: Q3 2026 in Review

Connecticut Wealth Management increased its John Hancock Premium Dividend Fund (PDT) stake by 293% in Q3 2026, buying an estimated $693K and bringing the position to 73,742 shares worth $864K. The position accounts for 0.03% of the portfolio, ranked #171.

Connecticut Wealth Management first reported a position in PDT in Q3 2025 and has held it in 5 quarters since. 49 funds tracked by Wall St. Rank hold PDT as of Q3 2026.

Connecticut Wealth Management held 73,742 shares of John Hancock Premium Dividend Fund worth $864K as of Q3 2026.
Connecticut Wealth Management bought 55,000 John Hancock Premium Dividend Fund shares in Q3 2026, an estimated $693K.
John Hancock Premium Dividend Fund made up 0.03% of Connecticut Wealth Management's portfolio in Q3 2026, its #171 holding.
Connecticut Wealth Management first reported a position in John Hancock Premium Dividend Fund in Q3 2025 and has held it in 5 quarters since.
49 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q3 2026.

Based on Connecticut Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.