CPWL
PDT

Coquina Private Wealth LLC’s John Hancock Premium Dividend Fund PDT Stock Holding History

Coquina Private Wealth LLC’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
Q2 		$490K Buy
37,875
+610
+2% +$7.92K 0.33% 44
2026
Q1 		$488K Buy
37,265
+606
+2% +$7.95K 0.39% 40
2025
Q4 		$466K Buy
+36,659
New +$475K 0.37% 41

Other funds holding PDT

AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
PFA
Pathway Financial Advisers Auburn, Indiana $397M AUM 33.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Coquina Private Wealth LLC's PDT Position: Q2 2026 in Review

Coquina Private Wealth LLC increased its John Hancock Premium Dividend Fund (PDT) stake by 1.6% in Q2 2026, buying an estimated $7.92K and bringing the position to 37,875 shares worth $490K. The position accounts for 0.33% of the portfolio, ranked #44.

Coquina Private Wealth LLC first reported a position in PDT in Q4 2025 and has held it in 3 quarters since. 54 funds tracked by Wall St. Rank hold PDT as of Q2 2026.

  • Coquina Private Wealth LLC held 37,875 shares of John Hancock Premium Dividend Fund worth $490K as of Q2 2026.
  • Coquina Private Wealth LLC bought 610 John Hancock Premium Dividend Fund shares in Q2 2026, an estimated $7.92K.
  • John Hancock Premium Dividend Fund made up 0.33% of Coquina Private Wealth LLC's portfolio in Q2 2026, its #44 holding.
  • Coquina Private Wealth LLC first reported a position in John Hancock Premium Dividend Fund in Q4 2025 and has held it in 3 quarters since.
  • 54 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q2 2026.

Based on Coquina Private Wealth LLC's 13F filing for Q2 2026, filed 29 Jul 2026.