LFG
PDT

Larson Financial Group’s John Hancock Premium Dividend Fund PDT Stock Holding History

Larson Financial Group’s Portfolio PDT Stock Details PDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20.9K Buy
1,598
+1,549
+3,161% +$20.3K ﹤0.01% 1819
2025
Q4 		$628 Sell
49
-32
-40% -$414 ﹤0.01% 3065
2025
Q3 		$1.08K Sell
81
-5,439
-99% -$72.5K ﹤0.01% 2897
2025
Q2 		$72.7K Buy
+5,520
New +$70.3K ﹤0.01% 943

Other funds holding PDT

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
PFA
Pathway Financial Advisers Auburn, Indiana $354M AUM 21.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Larson Financial Group's PDT Position: Q1 2026 in Review

Larson Financial Group increased its John Hancock Premium Dividend Fund (PDT) stake by 3,161% in Q1 2026, buying an estimated $20.3K and bringing the position to 1,598 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1819.

Larson Financial Group first reported a position in PDT in Q2 2025 and has held it in 4 quarters since. The position peaked at $72.7K in Q2 2025. 97 funds tracked by Wall St. Rank hold PDT as of Q1 2026.

  • Larson Financial Group held 1,598 shares of John Hancock Premium Dividend Fund worth $20.9K as of Q1 2026.
  • Larson Financial Group bought 1,549 John Hancock Premium Dividend Fund shares in Q1 2026, an estimated $20.3K.
  • John Hancock Premium Dividend Fund made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1819 holding.
  • Larson Financial Group first reported a position in John Hancock Premium Dividend Fund in Q2 2025 and has held it in 4 quarters since.
  • Larson Financial Group's John Hancock Premium Dividend Fund position peaked at $72.7K in Q2 2025.
  • 97 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.