Halbert Hargrove Global Advisors’s John Hancock Preferred Income Fund HPI Stock Holding History

Halbert Hargrove Global Advisors’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 Q3	$147K	Sell	10,500 -2,568	-20%	-$40.3K	0.01%	122
2026 Q2	$212K	Sell	13,068 -180	-1%	-$2.89K	0.01%	102
2026 Q1	$208K	Hold	13,248	–	–	0.01%	94
2025 Q4	$214K	Hold	13,248	–	–	0.01%	89
2025 Q3	$230K	Buy	13,248 +5,528	+72%	+$90.1K	0.01%	94
2025 Q2	$123K	Buy	7,720 +100	+1%	+$1.58K	0.01%	106
2025 Q1	$126K	Hold	7,620	–	–	0.01%	102
2024 Q4	$127K	Buy	+7,620	New	+$135K	0.01%	105

Other funds holding HPI

TCMG

TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MCFP

Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

City Holding Co Charleston, West Virginia $898M AUM 21.62% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Halbert Hargrove Global Advisors's HPI Position: Q3 2026 in Review

Halbert Hargrove Global Advisors reduced its John Hancock Preferred Income Fund (HPI) stake by 20% in Q3 2026, selling an estimated $40.3K and leaving 10,500 shares worth $147K. The position accounts for 0.01% of the portfolio, ranked #122.

Halbert Hargrove Global Advisors first reported a position in HPI in Q4 2024 and has held it in 8 quarters since. The position peaked at $230K in Q3 2025. 9 funds tracked by Wall St. Rank hold HPI as of Q3 2026.

Halbert Hargrove Global Advisors held 10,500 shares of John Hancock Preferred Income Fund worth $147K as of Q3 2026.
Halbert Hargrove Global Advisors sold 2,568 John Hancock Preferred Income Fund shares in Q3 2026, an estimated $40.3K.
John Hancock Preferred Income Fund made up 0.01% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #122 holding.
Halbert Hargrove Global Advisors first reported a position in John Hancock Preferred Income Fund in Q4 2024 and has held it in 8 quarters since.
Halbert Hargrove Global Advisors's John Hancock Preferred Income Fund position peaked at $230K in Q3 2025.
9 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.