Live Oak Private Wealth’s John Hancock Preferred Income Fund II HPF Stock Holding History

Live Oak Private Wealth’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 Q2	$173K	Hold	10,891	–	–	0.02%	204
2026 Q1	$170K	Hold	10,891	–	–	0.02%	198
2025 Q4	$175K	Hold	10,891	–	–	0.02%	191
2025 Q3	$184K	Hold	10,891	–	–	0.03%	186
2025 Q2	$172K	Hold	10,891	–	–	0.03%	184
2025 Q1	$181K	Hold	10,891	–	–	0.03%	180
2024 Q4	$180K	Hold	10,891	–	–	0.03%	175
2024 Q3	$203K	Hold	10,891	–	–	0.03%	170
2024 Q2	$185K	Hold	10,891	–	–	0.03%	167
2024 Q1	$180K	Hold	10,891	–	–	0.03%	162
2023 Q4	$172K	Hold	10,891	–	–	0.03%	161
2023 Q3	$158K	Hold	10,891	–	–	0.03%	153
2023 Q2	$164K	Hold	10,891	–	–	0.03%	159
2023 Q1	$169K	Hold	10,891	–	–	0.03%	156
2022 Q4	$171K	Hold	10,891	–	–	0.04%	165
2022 Q3	$179K	Hold	10,891	–	–	0.04%	166
2022 Q2	$196K	Hold	10,891	–	–	0.04%	165
2022 Q1	$207K	Hold	10,891	–	–	0.04%	163
2021 Q4	$227K	Hold	10,891	–	–	0.04%	166
2021 Q3	$236K	Hold	10,891	–	–	0.05%	162
2021 Q2	$235K	Hold	10,891	–	–	0.05%	149
2021 Q1	$227K	Hold	10,891	–	–	0.06%	142
2020 Q4	$207K	Hold	10,891	–	–	0.06%	138
2020 Q3	$194K	Hold	10,891	–	–	0.07%	128
2020 Q2	$196K	Buy	+10,891	New	+$186K	0.07%	126

Other funds holding HPF

JWCA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Webster Bank Waterbury, Connecticut $1.15B AUM 23.08% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

TSMHT

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Live Oak Private Wealth's HPF Position: Q2 2026 in Review

Live Oak Private Wealth held its John Hancock Preferred Income Fund II (HPF) position steady in Q2 2026 at 10,891 shares worth $173K. The position accounts for 0.02% of the portfolio, ranked #204.

Live Oak Private Wealth first reported a position in HPF in Q2 2020 and has held it in 25 quarters since. The position peaked at $236K in Q3 2021. 11 funds tracked by Wall St. Rank hold HPF as of Q2 2026.

Live Oak Private Wealth held 10,891 shares of John Hancock Preferred Income Fund II worth $173K as of Q2 2026.
Live Oak Private Wealth left its John Hancock Preferred Income Fund II share count unchanged in Q2 2026.
John Hancock Preferred Income Fund II made up 0.02% of Live Oak Private Wealth's portfolio in Q2 2026, its #204 holding.
Live Oak Private Wealth first reported a position in John Hancock Preferred Income Fund II in Q2 2020 and has held it in 25 quarters since.
Live Oak Private Wealth's John Hancock Preferred Income Fund II position peaked at $236K in Q3 2021.
11 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.