GAFA
PDT

Garton & Associates Financial Advisors’s John Hancock Premium Dividend Fund PDT Stock Holding History

Garton & Associates Financial Advisors’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
Q1 		– Sell
-500
Closed -$6.35K – 530
2025
Q4 		$6.35K Buy
+500
New +$6.47K ﹤0.01% 939

Other funds holding PDT

Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
PFA
Pathway Financial Advisers Auburn, Indiana $397M AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Garton & Associates Financial Advisors's PDT Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of John Hancock Premium Dividend Fund (PDT) in Q1 2026, closing a stake of 500 shares — an estimated $6.35K sold.

Garton & Associates Financial Advisors first reported a position in PDT in Q4 2025 and held it in 1 quarter. The position peaked at $6.35K in Q4 2025. 97 funds tracked by Wall St. Rank hold PDT as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining John Hancock Premium Dividend Fund position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 500 John Hancock Premium Dividend Fund shares in Q1 2026, an estimated $6.35K.
  • Garton & Associates Financial Advisors first reported a position in John Hancock Premium Dividend Fund in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's John Hancock Premium Dividend Fund position peaked at $6.35K in Q4 2025.
  • 97 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.