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 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

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

TCMG

TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Halbert Hargrove Global Advisors's HPI Position: Q1 2026 in Review

Halbert Hargrove Global Advisors held its John Hancock Preferred Income Fund (HPI) position steady in Q1 2026 at 13,248 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #94.

Halbert Hargrove Global Advisors first reported a position in HPI in Q4 2024 and has held it in 6 quarters since. The position peaked at $230K in Q3 2025. 63 funds tracked by Wall St. Rank hold HPI as of Q1 2026.

Halbert Hargrove Global Advisors held 13,248 shares of John Hancock Preferred Income Fund worth $208K as of Q1 2026.
Halbert Hargrove Global Advisors left its John Hancock Preferred Income Fund share count unchanged in Q1 2026.
John Hancock Preferred Income Fund made up 0.01% of Halbert Hargrove Global Advisors's portfolio in Q1 2026, its #94 holding.
Halbert Hargrove Global Advisors first reported a position in John Hancock Preferred Income Fund in Q4 2024 and has held it in 6 quarters since.
Halbert Hargrove Global Advisors's John Hancock Preferred Income Fund position peaked at $230K in Q3 2025.
63 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q1 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.