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 Q3	$224K	Sell	19,124 -2,195	-10%	-$27.6K	0.07%	222
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%	+$9.7K	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

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Pathway Financial Advisers Auburn, Indiana $399M AUM 23.1% 1-Year Est. Return

BPI

BFC Planning, Inc. Cedar Rapids, Iowa $2.55B AUM 30.11% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Stratos Wealth Partners Beachwood, Ohio $9.8B AUM 20.15% 1-Year Est. Return

Medallion Wealth Advisors's PDT Position: Q3 2026 in Review

Medallion Wealth Advisors reduced its John Hancock Premium Dividend Fund (PDT) stake by 10% in Q3 2026, selling an estimated $27.6K and leaving 19,124 shares worth $224K. The position accounts for 0.07% of the portfolio, ranked #222.

Medallion Wealth Advisors first reported a position in PDT in Q4 2024 and has held it in 8 quarters since. The position peaked at $475K in Q2 2025. 74 funds tracked by Wall St. Rank hold PDT as of Q3 2026.

Medallion Wealth Advisors held 19,124 shares of John Hancock Premium Dividend Fund worth $224K as of Q3 2026.
Medallion Wealth Advisors sold 2,195 John Hancock Premium Dividend Fund shares in Q3 2026, an estimated $27.6K.
John Hancock Premium Dividend Fund made up 0.07% of Medallion Wealth Advisors's portfolio in Q3 2026, its #222 holding.
Medallion Wealth Advisors first reported a position in John Hancock Premium Dividend Fund in Q4 2024 and has held it in 8 quarters since.
Medallion Wealth Advisors's John Hancock Premium Dividend Fund position peaked at $475K in Q2 2025.
74 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q3 2026.

Based on Medallion Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.