Independent Financial Group’s John Hancock Premium Dividend Fund PDT Stock Holding History

Independent Financial Group’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
2026 Q3	$149K	Sell	12,679 -5,000	-28%	-$63K	﹤0.01%	1532
2026 Q2	$229K	Hold	17,679	–	–	﹤0.01%	1401
2026 Q1	$232K	Hold	17,679	–	–	0.01%	1304
2025 Q4	$225K	Buy	17,679 +2,500	+16%	+$32.4K	0.01%	1287
2025 Q3	$202K	Hold	15,179	–	–	﹤0.01%	1289
2025 Q2	$200K	Buy	+15,179	New	+$193K	0.01%	1231

Other funds holding PDT

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

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

Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return

Independent Financial Group's PDT Position: Q3 2026 in Review

Independent Financial Group reduced its John Hancock Premium Dividend Fund (PDT) stake by 28% in Q3 2026, selling an estimated $63K and leaving 12,679 shares worth $149K. The position accounts for ﹤0.01% of the portfolio, ranked #1532.

Independent Financial Group first reported a position in PDT in Q2 2025 and has held it in 6 quarters since. The position peaked at $232K in Q1 2026. 5 funds tracked by Wall St. Rank hold PDT as of Q3 2026.

Independent Financial Group held 12,679 shares of John Hancock Premium Dividend Fund worth $149K as of Q3 2026.
Independent Financial Group sold 5,000 John Hancock Premium Dividend Fund shares in Q3 2026, an estimated $63K.
John Hancock Premium Dividend Fund made up ﹤0.01% of Independent Financial Group's portfolio in Q3 2026, its #1532 holding.
Independent Financial Group first reported a position in John Hancock Premium Dividend Fund in Q2 2025 and has held it in 6 quarters since.
Independent Financial Group's John Hancock Premium Dividend Fund position peaked at $232K in Q1 2026.
5 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.