MA
PDT

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

Mezzasalma 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 		$319K Buy
24,346
+451
+2% +$5.91K 0.08% 123
2025
Q4 		$304K Buy
23,895
+450
+2% +$5.83K 0.07% 128
2025
Q3 		$313K Buy
23,445
+428
+2% +$5.71K 0.08% 127
2025
Q2 		$303K Buy
23,017
+435
+2% +$5.54K 0.09% 116
2025
Q1 		$295K Buy
22,582
+426
+2% +$5.46K 0.1% 116
2024
Q4 		$282K Buy
+22,156
New +$287K 0.09% 117

Other funds holding PDT

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
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 $354M AUM 21.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
LPL Financial
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

Mezzasalma Advisors's PDT Position: Q1 2026 in Review

Mezzasalma Advisors increased its John Hancock Premium Dividend Fund (PDT) stake by 1.9% in Q1 2026, buying an estimated $5.91K and bringing the position to 24,346 shares worth $319K. The position accounts for 0.08% of the portfolio, ranked #123.

Mezzasalma Advisors first reported a position in PDT in Q4 2024 and has held it in 6 quarters since. 97 funds tracked by Wall St. Rank hold PDT as of Q1 2026.

  • Mezzasalma Advisors held 24,346 shares of John Hancock Premium Dividend Fund worth $319K as of Q1 2026.
  • Mezzasalma Advisors bought 451 John Hancock Premium Dividend Fund shares in Q1 2026, an estimated $5.91K.
  • John Hancock Premium Dividend Fund made up 0.08% of Mezzasalma Advisors's portfolio in Q1 2026, its #123 holding.
  • Mezzasalma Advisors first reported a position in John Hancock Premium Dividend Fund in Q4 2024 and has held it in 6 quarters since.
  • 97 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q1 2026.

Based on Mezzasalma Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.