Golden State Equity Partners’s John Hancock Preferred Income Fund HPI Stock Holding History

Golden State Equity 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	–	Sell	-500	Closed	-$7.84K	–	942
2026 Q1	$7.84K	Buy	+500	New	+$8.06K	﹤0.01%	1367

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

Golden State Equity Partners's HPI Position: Q2 2026 in Review

Golden State Equity Partners sold out of John Hancock Preferred Income Fund (HPI) in Q2 2026, closing a stake of 500 shares — an estimated $7.84K sold.

Golden State Equity Partners first reported a position in HPI in Q1 2026 and held it in 1 quarter. The position peaked at $7.84K in Q1 2026. 65 funds tracked by Wall St. Rank hold HPI as of Q2 2026.

Golden State Equity Partners reported no remaining John Hancock Preferred Income Fund position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 500 John Hancock Preferred Income Fund shares in Q2 2026, an estimated $7.84K.
Golden State Equity Partners first reported a position in John Hancock Preferred Income Fund in Q1 2026 and held it in 1 quarter.
Golden State Equity Partners's John Hancock Preferred Income Fund position peaked at $7.84K in Q1 2026.
65 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.