Kestra Advisory Services’s John Hancock Preferred Income Fund HPI Stock Holding History

Kestra Advisory Services’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 Q2	$1.31M	Sell	80,970 -6,969	-8%	-$112K	﹤0.01%	1636
2026 Q1	$1.38M	Buy	87,939 +2,011	+2%	+$32.4K	0.01%	1517
2025 Q4	$1.39M	Sell	85,928 -11,484	-12%	-$195K	0.01%	1444
2025 Q3	$1.69M	Sell	97,412 -9,666	-9%	-$158K	0.01%	1254
2025 Q2	$1.71M	Sell	107,078 -993	-0.9%	-$15.7K	0.01%	1164
2025 Q1	$1.79M	Buy	108,071 +8,883	+9%	+$151K	0.01%	1036
2024 Q4	$1.65M	Sell	99,188 -18,563	-16%	-$329K	0.01%	1108
2024 Q3	$2.23M	Sell	117,751 -554	-0.5%	-$9.65K	0.01%	903
2024 Q2	$1.98M	Buy	118,305 +6,299	+6%	+$104K	0.01%	961
2024 Q1	$1.86M	Buy	112,006 +3,923	+4%	+$63.3K	0.01%	915
2023 Q4	$1.71M	Sell	108,083 -2,974	-3%	-$43K	0.01%	866
2023 Q3	$1.62M	Sell	111,057 -42	-0%	-$637	0.02%	774
2023 Q2	$1.69M	Buy	111,099 +15,207	+16%	+$227K	0.02%	741
2023 Q1	$1.53M	Sell	95,892 -16,505	-15%	-$275K	0.02%	747
2022 Q4	$1.8M	Sell	112,397 -9,250	-8%	-$147K	0.02%	793
2022 Q3	$1.95M	Sell	121,647 -29,215	-19%	-$521K	0.02%	672
2022 Q2	$2.64M	Buy	150,862 +42,918	+40%	+$770K	0.03%	568
2022 Q1	$2.09M	Sell	107,944 -8,714	-7%	-$167K	0.02%	661
2021 Q4	$2.42M	Sell	116,658 -17,076	-13%	-$363K	0.02%	618
2021 Q3	$2.88M	Buy	133,734 +11,684	+10%	+$253K	0.03%	575
2021 Q2	$2.64M	Sell	122,050 -1,900	-2%	-$39.8K	0.03%	553
2021 Q1	$2.56M	Sell	123,950 -101,697	-45%	-$1.95M	0.03%	522
2020 Q4	$4.42M	Buy	225,647 +106,134	+89%	+$2.03M	0.05%	365
2020 Q3	$2.25M	Buy	+119,513	New	+$2.4M	0.04%	404

Other funds holding HPI

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

TCMG

TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Kestra Advisory Services's HPI Position: Q2 2026 in Review

Kestra Advisory Services reduced its John Hancock Preferred Income Fund (HPI) stake by 7.9% in Q2 2026, selling an estimated $112K and leaving 80,970 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1636.

Kestra Advisory Services first reported a position in HPI in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.42M in Q4 2020. 65 funds tracked by Wall St. Rank hold HPI as of Q2 2026.

Kestra Advisory Services held 80,970 shares of John Hancock Preferred Income Fund worth $1.31M as of Q2 2026.
Kestra Advisory Services sold 6,969 John Hancock Preferred Income Fund shares in Q2 2026, an estimated $112K.
John Hancock Preferred Income Fund made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1636 holding.
Kestra Advisory Services first reported a position in John Hancock Preferred Income Fund in Q3 2020 and has held it in 24 quarters since.
Kestra Advisory Services's John Hancock Preferred Income Fund position peaked at $4.42M in Q4 2020.
65 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.