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 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 $57.6B AUM 8.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

PFA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Medallion Wealth Advisors's PDT Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its John Hancock Premium Dividend Fund (PDT) stake by 0.38% in Q1 2026, selling an estimated $1.73K and leaving 34,576 shares worth $453K. The position accounts for 0.15% of the portfolio, ranked #137.

Medallion Wealth Advisors first reported a position in PDT in Q4 2024 and has held it in 6 quarters since. The position peaked at $475K in Q2 2025. 97 funds tracked by Wall St. Rank hold PDT as of Q1 2026.

Medallion Wealth Advisors held 34,576 shares of John Hancock Premium Dividend Fund worth $453K as of Q1 2026.
Medallion Wealth Advisors sold 132 John Hancock Premium Dividend Fund shares in Q1 2026, an estimated $1.73K.
John Hancock Premium Dividend Fund made up 0.15% of Medallion Wealth Advisors's portfolio in Q1 2026, its #137 holding.
Medallion Wealth Advisors first reported a position in John Hancock Premium Dividend Fund in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's John Hancock Premium Dividend Fund position peaked at $475K in Q2 2025.
97 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.