Kapstone Financial Advisors’s John Hancock Preferred Income Fund II HPF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$329K Buy
20,743
+2,000
+11% +$31.8K 0.14% 109
2026
Q1
$293K Buy
+18,743
New +$300K 0.14% 99

Other funds holding HPF

Kapstone Financial Advisors's HPF Position: Q2 2026 in Review

Kapstone Financial Advisors increased its John Hancock Preferred Income Fund II (HPF) stake by 11% in Q2 2026, buying an estimated $31.8K and bringing the position to 20,743 shares worth $329K. The position accounts for 0.14% of the portfolio, ranked #109.

Kapstone Financial Advisors first reported a position in HPF in Q1 2026 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold HPF as of Q2 2026.

  • Kapstone Financial Advisors held 20,743 shares of John Hancock Preferred Income Fund II worth $329K as of Q2 2026.
  • Kapstone Financial Advisors bought 2,000 John Hancock Preferred Income Fund II shares in Q2 2026, an estimated $31.8K.
  • John Hancock Preferred Income Fund II made up 0.14% of Kapstone Financial Advisors's portfolio in Q2 2026, its #109 holding.
  • Kapstone Financial Advisors first reported a position in John Hancock Preferred Income Fund II in Q1 2026 and has held it in 2 quarters since.
  • 48 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.