LaSalle St. Investment Advisors’s John Hancock Preferred Income Fund HPI Stock Holding History

LaSalle St. Investment Advisors’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 Q1	$288K	Buy	18,365 +20	+0.1%	+$322	0.04%	305
2025 Q4	$297K	Sell	18,345 -672	-4%	-$11.4K	0.05%	269
2025 Q3	$329K	Sell	19,017 -238	-1%	-$3.88K	0.06%	237
2025 Q2	$307K	Sell	19,255 -6,930	-26%	-$110K	0.08%	224
2025 Q1	$434K	Sell	26,185 -333	-1%	-$5.67K	0.1%	164
2024 Q4	$441K	Buy	+26,518	New	+$471K	0.14%	145

Other funds holding HPI

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

TCMG

TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LaSalle St. Investment Advisors's HPI Position: Q1 2026 in Review

LaSalle St. Investment Advisors increased its John Hancock Preferred Income Fund (HPI) stake by 0.11% in Q1 2026, buying an estimated $322 and bringing the position to 18,365 shares worth $288K. The position accounts for 0.04% of the portfolio, ranked #305.

LaSalle St. Investment Advisors first reported a position in HPI in Q4 2024 and has held it in 6 quarters since. The position peaked at $441K in Q4 2024. 63 funds tracked by Wall St. Rank hold HPI as of Q1 2026.

LaSalle St. Investment Advisors held 18,365 shares of John Hancock Preferred Income Fund worth $288K as of Q1 2026.
LaSalle St. Investment Advisors bought 20 John Hancock Preferred Income Fund shares in Q1 2026, an estimated $322.
John Hancock Preferred Income Fund made up 0.04% of LaSalle St. Investment Advisors's portfolio in Q1 2026, its #305 holding.
LaSalle St. Investment Advisors first reported a position in John Hancock Preferred Income Fund in Q4 2024 and has held it in 6 quarters since.
LaSalle St. Investment Advisors's John Hancock Preferred Income Fund position peaked at $441K in Q4 2024.
63 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q1 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.