Janney Montgomery Scott
HPI

Janney Montgomery Scott’s John Hancock Preferred Income Fund HPI Stock Holding History

Janney Montgomery Scott’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
2025
Q4 		– Sell
-25,800
Closed -$448K – 2949
2025
Q3 		$448K Hold
25,800
– – ﹤0.01% 2220
2025
Q2 		$413K Sell
25,800
-500
-2% -$7.92K ﹤0.01% 2147
2025
Q1 		$436K Buy
+26,300
New +$448K ﹤0.01% 2083

Other funds holding HPI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return

Janney Montgomery Scott's HPI Position: Q4 2025 in Review

Janney Montgomery Scott sold out of John Hancock Preferred Income Fund (HPI) in Q4 2025, closing a stake of 25,800 shares — an estimated $448K sold.

Janney Montgomery Scott first reported a position in HPI in Q1 2025 and held it in 3 quarters. The position peaked at $448K in Q3 2025. 66 funds tracked by Wall St. Rank hold HPI as of Q4 2025.

  • Janney Montgomery Scott reported no remaining John Hancock Preferred Income Fund position as of Q4 2025 after selling out during the quarter.
  • Janney Montgomery Scott sold 25,800 John Hancock Preferred Income Fund shares in Q4 2025, an estimated $448K.
  • Janney Montgomery Scott first reported a position in John Hancock Preferred Income Fund in Q1 2025 and held it in 3 quarters.
  • Janney Montgomery Scott's John Hancock Preferred Income Fund position peaked at $448K in Q3 2025.
  • 66 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q4 2025.

Based on Janney Montgomery Scott's 13F filing for Q4 2025, filed 11 Feb 2026.