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 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%	+$9.47K	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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

TCMG

TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JWCA

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

Mallini Complete Financial Planning's HPI Position: Q2 2026 in Review

Mallini Complete Financial Planning increased its John Hancock Preferred Income Fund (HPI) stake by 1.5% in Q2 2026, buying an estimated $4.29K and bringing the position to 17,540 shares worth $284K. The position accounts for 0.2% of the portfolio, ranked #45.

Mallini Complete Financial Planning first reported a position in HPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $307K in Q3 2025. 65 funds tracked by Wall St. Rank hold HPI as of Q2 2026.

Mallini Complete Financial Planning held 17,540 shares of John Hancock Preferred Income Fund worth $284K as of Q2 2026.
Mallini Complete Financial Planning bought 267 John Hancock Preferred Income Fund shares in Q2 2026, an estimated $4.29K.
John Hancock Preferred Income Fund made up 0.2% of Mallini Complete Financial Planning's portfolio in Q2 2026, its #45 holding.
Mallini Complete Financial Planning first reported a position in John Hancock Preferred Income Fund in Q4 2024 and has held it in 7 quarters since.
Mallini Complete Financial Planning's John Hancock Preferred Income Fund position peaked at $307K in Q3 2025.
65 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q2 2026.

Based on Mallini Complete Financial Planning's 13F filing for Q2 2026, filed 8 Jul 2026.