Medallion Wealth Advisors’s John Hancock Premium Dividend Fund PDT Stock Holding History

Medallion Wealth Advisors’s Portfolio PDT Stock Details PDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$276K	Sell	21,319 -13,257	-38%	-$172K	0.09%	198
2026 Q1	$453K	Sell	34,576 -132	-0.4%	-$1.73K	0.15%	137
2025 Q4	$441K	Sell	34,708 -848	-2%	-$11K	0.15%	138
2025 Q3	$474K	Sell	35,556 -413	-1%	-$5.51K	0.17%	131
2025 Q2	$475K	Buy	35,969 +763	+2%	+$9.72K	0.18%	125
2025 Q1	$460K	Buy	35,206 +1,792	+5%	+$23K	0.21%	111
2024 Q4	$434K	Buy	+33,414	New	+$432K	0.22%	106

Other funds holding PDT

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

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

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

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

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

PFA

Pathway Financial Advisers Auburn, Indiana $397M AUM 33.93% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Medallion Wealth Advisors's PDT Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its John Hancock Premium Dividend Fund (PDT) stake by 38% in Q2 2026, selling an estimated $172K and leaving 21,319 shares worth $276K. The position accounts for 0.09% of the portfolio, ranked #198.

Medallion Wealth Advisors first reported a position in PDT in Q4 2024 and has held it in 7 quarters since. The position peaked at $475K in Q2 2025. 107 funds tracked by Wall St. Rank hold PDT as of Q2 2026.

Medallion Wealth Advisors held 21,319 shares of John Hancock Premium Dividend Fund worth $276K as of Q2 2026.
Medallion Wealth Advisors sold 13,257 John Hancock Premium Dividend Fund shares in Q2 2026, an estimated $172K.
John Hancock Premium Dividend Fund made up 0.09% of Medallion Wealth Advisors's portfolio in Q2 2026, its #198 holding.
Medallion Wealth Advisors first reported a position in John Hancock Premium Dividend Fund in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's John Hancock Premium Dividend Fund position peaked at $475K in Q2 2025.
107 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.