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
2026 Q2	$57.9K	Buy	+3,574	New	+$57.4K	﹤0.01%	2424
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 $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

Global Retirement Partners's HPI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in John Hancock Preferred Income Fund (HPI) in Q2 2026: 3,574 shares worth $57.9K. The stake represents ﹤0.01% of the portfolio and ranks #2424 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in HPI as recently as Q4 2025.

Global Retirement Partners first reported a position in HPI in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.74M in Q3 2024. 65 funds tracked by Wall St. Rank hold HPI as of Q2 2026.

Global Retirement Partners held 3,574 shares of John Hancock Preferred Income Fund worth $57.9K as of Q2 2026.
John Hancock Preferred Income Fund was a new Global Retirement Partners position in Q2 2026.
John Hancock Preferred Income Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2424 holding.
Global Retirement Partners first reported a position in John Hancock Preferred Income Fund in Q4 2023 and has held it in 9 quarters since.
Global Retirement Partners's John Hancock Preferred Income Fund position peaked at $1.74M in Q3 2024.
65 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.