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BFC Planning, Inc.’s John Hancock Premium Dividend Fund PDT Stock Holding History

BFC Planning, Inc.’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 		$2.62M Buy
201,965
+20,874
+12% +$271K 0.11% 200
2026
Q1 		$2.37M Buy
181,091
+14,298
+9% +$187K 0.11% 194
2025
Q4 		$2.12M Buy
166,793
+9,057
+6% +$117K 0.09% 209
2025
Q3 		$2.1M Buy
157,736
+17,415
+12% +$232K 0.15% 122
2025
Q2 		$1.85M Buy
140,321
+11,275
+9% +$144K 0.15% 135
2025
Q1 		$1.69M Buy
129,046
+5,381
+4% +$69K 0.15% 130
2024
Q4 		$1.58M Buy
+123,665
New +$1.6M 0.13% 140

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Guggenheim Capital
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Axxcess Wealth Management
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Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pathway Financial Advisers
Pathway Financial Advisers Auburn, Indiana $399M AUM 23.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

BFC Planning, Inc.'s PDT Position: Q2 2026 in Review

BFC Planning, Inc. increased its John Hancock Premium Dividend Fund (PDT) stake by 12% in Q2 2026, buying an estimated $271K and bringing the position to 201,965 shares worth $2.62M. The position accounts for 0.11% of the portfolio, ranked #200.

BFC Planning, Inc. first reported a position in PDT in Q4 2024 and has held it in 7 quarters since. 108 funds tracked by Wall St. Rank hold PDT as of Q2 2026.

  • BFC Planning, Inc. held 201,965 shares of John Hancock Premium Dividend Fund worth $2.62M as of Q2 2026.
  • BFC Planning, Inc. bought 20,874 John Hancock Premium Dividend Fund shares in Q2 2026, an estimated $271K.
  • John Hancock Premium Dividend Fund made up 0.11% of BFC Planning, Inc.'s portfolio in Q2 2026, its #200 holding.
  • BFC Planning, Inc. first reported a position in John Hancock Premium Dividend Fund in Q4 2024 and has held it in 7 quarters since.
  • 108 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.