Harbor Investment Advisory’s John Hancock Preferred Income Fund HPI Stock Holding History

Harbor Investment Advisory’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	$59.6K	Hold	3,675	–	–	﹤0.01%	711
2026 Q1	$57.7K	Hold	3,675	–	–	﹤0.01%	596
2025 Q4	$59.5K	Sell	3,675 -1,500	-29%	-$25.5K	﹤0.01%	627
2025 Q3	$89.8K	Hold	5,175	–	–	0.01%	521
2025 Q2	$82.7K	Hold	5,175	–	–	0.01%	533
2025 Q1	$85.9K	Hold	5,175	–	–	0.01%	501
2024 Q4	$86.1K	Sell	5,175 -325	-6%	-$5.77K	0.01%	486
2024 Q3	$104K	Hold	5,500	–	–	0.01%	450
2024 Q2	$91.9K	Hold	5,500	–	–	0.01%	456
2024 Q1	$91.5K	Sell	5,500 -6,700	-55%	-$108K	0.01%	462
2023 Q4	$193K	Sell	12,200 -4,500	-27%	-$65.1K	0.02%	330
2023 Q3	$243K	Hold	16,700	–	–	0.03%	280
2023 Q2	$254K	Hold	16,700	–	–	0.04%	307
2023 Q1	$267K	Hold	16,700	–	–	0.04%	300
2022 Q4	$268K	Hold	16,700	–	–	0.04%	299
2022 Q3	$268K	Hold	16,700	–	–	0.04%	285
2022 Q2	$292K	Hold	16,700	–	–	0.05%	274
2022 Q1	$323K	Hold	16,700	–	–	0.04%	280
2021 Q4	$347K	Hold	16,700	–	–	0.04%	271
2021 Q3	$359K	Hold	16,700	–	–	0.05%	269
2021 Q2	$361K	Hold	16,700	–	–	0.05%	275
2021 Q1	$345K	Hold	16,700	–	–	0.05%	257
2020 Q4	$329K	Hold	16,700	–	–	0.05%	239
2020 Q3	$314K	Hold	16,700	–	–	0.06%	217
2020 Q2	$327K	Hold	16,700	–	–	0.07%	190
2020 Q1	$268K	Hold	16,700	–	–	0.07%	193
2019 Q4	$381K	Buy	+16,700	New	+$378K	0.09%	178

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

Harbor Investment Advisory's HPI Position: Q2 2026 in Review

Harbor Investment Advisory held its John Hancock Preferred Income Fund (HPI) position steady in Q2 2026 at 3,675 shares worth $59.6K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

Harbor Investment Advisory first reported a position in HPI in Q4 2019 and has held it in 27 quarters since. The position peaked at $381K in Q4 2019. 65 funds tracked by Wall St. Rank hold HPI as of Q2 2026.

Harbor Investment Advisory held 3,675 shares of John Hancock Preferred Income Fund worth $59.6K as of Q2 2026.
Harbor Investment Advisory left its John Hancock Preferred Income Fund share count unchanged in Q2 2026.
John Hancock Preferred Income Fund made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #711 holding.
Harbor Investment Advisory first reported a position in John Hancock Preferred Income Fund in Q4 2019 and has held it in 27 quarters since.
Harbor Investment Advisory's John Hancock Preferred Income Fund position peaked at $381K in Q4 2019.
65 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.