Mallini Complete Financial Planning’s John Hancock Preferred Income Fund HPI Stock Holding History

Mallini Complete Financial Planning’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 Q3	$211K	Sell	15,045 -2,495	-14%	-$39.2K	0.15%	60
2026 Q2	$284K	Buy	17,540 +267	+2%	+$4.29K	0.2%	45
2026 Q1	$271K	Sell	17,273 -134	-0.8%	-$2.16K	0.21%	43
2025 Q4	$282K	Sell	17,407 -262	-1%	-$4.45K	0.23%	40
2025 Q3	$307K	Buy	17,669 +689	+4%	+$11.2K	0.25%	36
2025 Q2	$272K	Buy	16,980 +598	+4%	+$9.48K	0.34%	39
2025 Q1	$272K	Sell	16,382 -1,716	-9%	-$29.2K	0.26%	37
2024 Q4	$301K	Buy	+18,098	New	+$321K	0.29%	31

Other funds holding HPI

TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

City Holding Co Charleston, West Virginia $898M AUM 21.62% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

Piscataqua Savings Bank Portsmouth, New Hampshire $146M AUM 24.42% 1-Year Est. Return

Mallini Complete Financial Planning's HPI Position: Q3 2026 in Review

Mallini Complete Financial Planning reduced its John Hancock Preferred Income Fund (HPI) stake by 14% in Q3 2026, selling an estimated $39.2K and leaving 15,045 shares worth $211K. The position accounts for 0.15% of the portfolio, ranked #60.

Mallini Complete Financial Planning first reported a position in HPI in Q4 2024 and has held it in 8 quarters since. The position peaked at $307K in Q3 2025. 12 funds tracked by Wall St. Rank hold HPI as of Q3 2026.

Mallini Complete Financial Planning held 15,045 shares of John Hancock Preferred Income Fund worth $211K as of Q3 2026.
Mallini Complete Financial Planning sold 2,495 John Hancock Preferred Income Fund shares in Q3 2026, an estimated $39.2K.
John Hancock Preferred Income Fund made up 0.15% of Mallini Complete Financial Planning's portfolio in Q3 2026, its #60 holding.
Mallini Complete Financial Planning first reported a position in John Hancock Preferred Income Fund in Q4 2024 and has held it in 8 quarters since.
Mallini Complete Financial Planning's John Hancock Preferred Income Fund position peaked at $307K in Q3 2025.
12 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q3 2026.

Based on Mallini Complete Financial Planning's 13F filing for Q3 2026, filed 6 Oct 2026.