J.W. Cole Advisors’s John Hancock Preferred Income Fund HPI Stock Holding History

J.W. Cole 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	$2.09M	Sell	149,238 -3,245	-2%	-$50.9K	0.04%	478
2026 Q2	$2.47M	Buy	+152,483	New	+$2.45M	0.04%	430
2026 Q1	–	Sell	-136,169	Closed	-$2.2M	–	1061
2025 Q4	$2.2M	Buy	136,169 +16,509	+14%	+$281K	0.05%	359
2025 Q3	$2.08M	Buy	119,660 +22,794	+24%	+$372K	0.04%	437
2025 Q2	$1.55M	Buy	96,866 +26,571	+38%	+$421K	0.03%	506
2025 Q1	$1.17M	Buy	+70,295	New	+$1.2M	0.04%	488
2020 Q4	–	Sell	-28,042	Closed	-$528K	–	738
2020 Q3	$528K	Buy	+28,042	New	+$562K	0.04%	405
2020 Q1	–	Sell	-16,493	Closed	-$376K	–	268
2019 Q4	$376K	Buy	+16,493	New	+$373K	0.05%	365

Other funds holding HPI

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $695M AUM 28.3% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

KPP Advisory Services Louisville, Kentucky $594M AUM 20.44% 1-Year Est. Return

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

J.W. Cole Advisors's HPI Position: Q3 2026 in Review

J.W. Cole Advisors reduced its John Hancock Preferred Income Fund (HPI) stake by 2.1% in Q3 2026, selling an estimated $50.9K and leaving 149,238 shares worth $2.09M. The position accounts for 0.04% of the portfolio, ranked #478.

J.W. Cole Advisors first reported a position in HPI in Q4 2019 and has held it in 8 quarters since. The position peaked at $2.47M in Q2 2026. 32 funds tracked by Wall St. Rank hold HPI as of Q3 2026.

J.W. Cole Advisors held 149,238 shares of John Hancock Preferred Income Fund worth $2.09M as of Q3 2026.
J.W. Cole Advisors sold 3,245 John Hancock Preferred Income Fund shares in Q3 2026, an estimated $50.9K.
John Hancock Preferred Income Fund made up 0.04% of J.W. Cole Advisors's portfolio in Q3 2026, its #478 holding.
J.W. Cole Advisors first reported a position in John Hancock Preferred Income Fund in Q4 2019 and has held it in 8 quarters since.
J.W. Cole Advisors's John Hancock Preferred Income Fund position peaked at $2.47M in Q2 2026.
32 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q3 2026.

Based on J.W. Cole Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.