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

Everstar Asset 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	$188K	Hold	11,620	–	–	0.09%	193
2026 Q1	$182K	Sell	11,620 -1,900	-14%	-$30.6K	0.1%	174
2025 Q4	$219K	Sell	13,520 -1,000	-7%	-$17K	0.12%	164
2025 Q3	$252K	Hold	14,520	–	–	0.14%	152
2025 Q2	$232K	Sell	14,520 -1,700	-10%	-$26.9K	0.14%	161
2025 Q1	$269K	Sell	16,220 -4,300	-21%	-$73.2K	0.18%	142
2024 Q4	$341K	Sell	20,520 -3,000	-13%	-$53.2K	0.24%	118
2024 Q3	$446K	Buy	+23,520	New	+$410K	0.31%	99

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

Everstar Asset Management's HPI Position: Q2 2026 in Review

Everstar Asset Management held its John Hancock Preferred Income Fund (HPI) position steady in Q2 2026 at 11,620 shares worth $188K. The position accounts for 0.09% of the portfolio, ranked #193.

Everstar Asset Management first reported a position in HPI in Q3 2024 and has held it in 8 quarters since. The position peaked at $446K in Q3 2024. 65 funds tracked by Wall St. Rank hold HPI as of Q2 2026.

Everstar Asset Management held 11,620 shares of John Hancock Preferred Income Fund worth $188K as of Q2 2026.
Everstar Asset Management left its John Hancock Preferred Income Fund share count unchanged in Q2 2026.
John Hancock Preferred Income Fund made up 0.09% of Everstar Asset Management's portfolio in Q2 2026, its #193 holding.
Everstar Asset Management first reported a position in John Hancock Preferred Income Fund in Q3 2024 and has held it in 8 quarters since.
Everstar Asset Management's John Hancock Preferred Income Fund position peaked at $446K in Q3 2024.
65 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q2 2026.

Based on Everstar Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.