GRP
PDT

Global Retirement Partners’s John Hancock Premium Dividend Fund PDT Stock Holding History

Global Retirement Partners’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
2025
Q4 		$5.76K Buy
453
+11
+2% +$142 ﹤0.01% 3385
2025
Q3 		$5.9K Buy
442
+5
+1% +$67 ﹤0.01% 2911
2025
Q2 		$5.75K Buy
+437
New +$5.56K ﹤0.01% 2848

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
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
PFA
Pathway Financial Advisers Auburn, Indiana $397M AUM 33.93% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

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

Global Retirement Partners increased its John Hancock Premium Dividend Fund (PDT) stake by 2.5% in Q4 2025, buying an estimated $142 and bringing the position to 453 shares worth $5.76K. The position accounts for ﹤0.01% of the portfolio, ranked #3385.

Global Retirement Partners first reported a position in PDT in Q2 2025 and has held it in 3 quarters since. The position peaked at $5.9K in Q3 2025. 99 funds tracked by Wall St. Rank hold PDT as of Q4 2025.

  • Global Retirement Partners held 453 shares of John Hancock Premium Dividend Fund worth $5.76K as of Q4 2025.
  • Global Retirement Partners bought 11 John Hancock Premium Dividend Fund shares in Q4 2025, an estimated $142.
  • John Hancock Premium Dividend Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3385 holding.
  • Global Retirement Partners first reported a position in John Hancock Premium Dividend Fund in Q2 2025 and has held it in 3 quarters since.
  • Global Retirement Partners's John Hancock Premium Dividend Fund position peaked at $5.9K in Q3 2025.
  • 99 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q4 2025.

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