Everstar Asset Management’s John Hancock Preferred Income Fund II HPF Stock Holding History

Everstar Asset Management’s Portfolio HPF Stock Details HPF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$870K	Sell	55,760 -2,000	-3%	-$32K	0.46%	77
2025 Q4	$928K	Hold	57,760	–	–	0.5%	68
2025 Q3	$973K	Sell	57,760 -1,700	-3%	-$27.6K	0.55%	53
2025 Q2	$940K	Hold	59,460	–	–	0.57%	42
2025 Q1	$988K	Sell	59,460 -3,000	-5%	-$50.4K	0.65%	38
2024 Q4	$1.03M	Sell	62,460 -5,600	-8%	-$98.7K	0.73%	31
2024 Q3	$1.27M	Buy	+68,060	New	+$1.16M	0.87%	28

Other funds holding HPF

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

APW

Axim Planning & Wealth Springboro, Ohio $82.4M AUM 28.66% 1-Year Est. Return

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Everstar Asset Management's HPF Position: Q1 2026 in Review

Everstar Asset Management reduced its John Hancock Preferred Income Fund II (HPF) stake by 3.5% in Q1 2026, selling an estimated $32K and leaving 55,760 shares worth $870K. The position accounts for 0.46% of the portfolio, ranked #77.

Everstar Asset Management first reported a position in HPF in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.27M in Q3 2024. 44 funds tracked by Wall St. Rank hold HPF as of Q1 2026.

Everstar Asset Management held 55,760 shares of John Hancock Preferred Income Fund II worth $870K as of Q1 2026.
Everstar Asset Management sold 2,000 John Hancock Preferred Income Fund II shares in Q1 2026, an estimated $32K.
John Hancock Preferred Income Fund II made up 0.46% of Everstar Asset Management's portfolio in Q1 2026, its #77 holding.
Everstar Asset Management first reported a position in John Hancock Preferred Income Fund II in Q3 2024 and has held it in 7 quarters since.
Everstar Asset Management's John Hancock Preferred Income Fund II position peaked at $1.27M in Q3 2024.
44 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q1 2026.

Based on Everstar Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.