MCM
HPI

MAI Capital Management’s John Hancock Preferred Income Fund HPI Stock Holding History

MAI Capital Management’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
2025
Q3 		– Sell
-550
Closed -$8.79K – 3965
2025
Q2 		$8.79K Hold
550
– – ﹤0.01% 2801
2025
Q1 		$9.13K Hold
550
– – ﹤0.01% 2515
2024
Q4 		$9.15K Buy
+550
New +$9.76K ﹤0.01% 2546

Other funds holding HPI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MAI Capital Management's HPI Position: Q3 2025 in Review

MAI Capital Management sold out of John Hancock Preferred Income Fund (HPI) in Q3 2025, closing a stake of 550 shares — an estimated $8.79K sold.

MAI Capital Management first reported a position in HPI in Q4 2024 and held it in 3 quarters. The position peaked at $9.15K in Q4 2024. 63 funds tracked by Wall St. Rank hold HPI as of Q3 2025.

  • MAI Capital Management reported no remaining John Hancock Preferred Income Fund position as of Q3 2025 after selling out during the quarter.
  • MAI Capital Management sold 550 John Hancock Preferred Income Fund shares in Q3 2025, an estimated $8.79K.
  • MAI Capital Management first reported a position in John Hancock Preferred Income Fund in Q4 2024 and held it in 3 quarters.
  • MAI Capital Management's John Hancock Preferred Income Fund position peaked at $9.15K in Q4 2024.
  • 63 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q3 2025.

Based on MAI Capital Management's 13F filing for Q3 2025, filed 10 Nov 2025.