Global Retirement Partners’s John Hancock Preferred Income Fund HPI Stock Holding History

Global Retirement Partners’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
2025 Q4	$61K	Sell	3,768 -281	-7%	-$4.78K	﹤0.01%	2237
2025 Q3	$70.3K	Hold	4,049	–	–	﹤0.01%	1705
2025 Q2	$64.7K	Buy	+4,049	New	+$64.2K	﹤0.01%	1636
2024 Q4	$636K	Sell	38,266 -53,409	-58%	-$948K	0.02%	562
2024 Q3	$1.74M	Sell	91,675 -1,965	-2%	-$34.2K	0.05%	314
2024 Q2	$1.56M	Buy	93,640 +90,412	+2,801%	+$1.49M	0.05%	315
2024 Q1	$53.7K	Buy	3,228 +1,508	+88%	+$24.3K	﹤0.01%	1385
2023 Q4	$26.9K	Buy	+1,720	New	+$24.9K	﹤0.01%	1614

Other funds holding HPI

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

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

JWCA

J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return

TCMG

TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return

Global Retirement Partners's HPI Position: Q4 2025 in Review

Global Retirement Partners reduced its John Hancock Preferred Income Fund (HPI) stake by 6.9% in Q4 2025, selling an estimated $4.78K and leaving 3,768 shares worth $61K. The position accounts for ﹤0.01% of the portfolio, ranked #2237.

Global Retirement Partners first reported a position in HPI in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.74M in Q3 2024. 66 funds tracked by Wall St. Rank hold HPI as of Q4 2025.

Global Retirement Partners held 3,768 shares of John Hancock Preferred Income Fund worth $61K as of Q4 2025.
Global Retirement Partners sold 281 John Hancock Preferred Income Fund shares in Q4 2025, an estimated $4.78K.
John Hancock Preferred Income Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2237 holding.
Global Retirement Partners first reported a position in John Hancock Preferred Income Fund in Q4 2023 and has held it in 8 quarters since.
Global Retirement Partners's John Hancock Preferred Income Fund position peaked at $1.74M in Q3 2024.
66 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.