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

Kapstone Financial Advisors’s Portfolio HPF Stock Details HPF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$293K	Buy	+18,743	New	+$300K	0.14%	99

Other funds holding HPF

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

APW

Axim Planning & Wealth Springboro, Ohio $82.4M AUM 28.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Kapstone Financial Advisors's HPF Position: Q1 2026 in Review

Kapstone Financial Advisors opened a new position in John Hancock Preferred Income Fund II (HPF) in Q1 2026: 18,743 shares worth $293K. The stake represents 0.14% of the portfolio and ranks #99 among its holdings.

44 funds tracked by Wall St. Rank hold HPF as of Q1 2026.

Kapstone Financial Advisors held 18,743 shares of John Hancock Preferred Income Fund II worth $293K as of Q1 2026.
John Hancock Preferred Income Fund II was a new Kapstone Financial Advisors position in Q1 2026.
John Hancock Preferred Income Fund II made up 0.14% of Kapstone Financial Advisors's portfolio in Q1 2026, its #99 holding.
44 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.