NewEdge Advisors’s John Hancock Preferred Income Fund HPI Stock Holding History

NewEdge Advisors’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 Q1	$300K	Sell	19,117 -943	-5%	-$15.2K	﹤0.01%	2340
2025 Q4	$325K	Sell	20,060 -791	-4%	-$13.4K	﹤0.01%	2262
2025 Q3	$362K	Buy	20,851 +742	+4%	+$12.1K	﹤0.01%	2043
2025 Q2	$322K	Sell	20,109 -446	-2%	-$7.07K	﹤0.01%	1972
2025 Q1	$341K	Sell	20,555 -450	-2%	-$7.66K	﹤0.01%	1810
2024 Q4	$349K	Sell	21,005 -1,353	-6%	-$24K	﹤0.01%	1789
2024 Q3	$424K	Sell	22,358 -2,754	-11%	-$48K	﹤0.01%	1573
2024 Q2	$420K	Sell	25,112 -8,202	-25%	-$135K	﹤0.01%	1518
2024 Q1	$554K	Buy	33,314 +1,338	+4%	+$21.6K	﹤0.01%	1290
2023 Q4	$503K	Buy	31,976 +10,937	+52%	+$158K	﹤0.01%	1277
2023 Q3	$307K	Sell	21,039 -12,366	-37%	-$188K	﹤0.01%	1421
2023 Q2	$509K	Buy	33,405 +3,834	+13%	+$57.2K	0.01%	1176
2023 Q1	$441K	Sell	29,571 -1,370	-4%	-$22.8K	0.01%	1162
2022 Q4	$466K	Buy	30,941 +1,186	+4%	+$18.9K	0.01%	814
2022 Q3	$477K	Sell	29,755 -2,573	-8%	-$45.9K	0.01%	990
2022 Q2	$566K	Buy	32,328 +4,826	+18%	+$86.6K	0.01%	929
2022 Q1	$532K	Buy	27,502 +2,924	+12%	+$56.1K	0.01%	833
2021 Q4	$510K	Buy	+24,578	New	+$522K	0.01%	1064

Other funds holding HPI

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

TCMG

TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NewEdge Advisors's HPI Position: Q1 2026 in Review

NewEdge Advisors reduced its John Hancock Preferred Income Fund (HPI) stake by 4.7% in Q1 2026, selling an estimated $15.2K and leaving 19,117 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #2340.

NewEdge Advisors first reported a position in HPI in Q4 2021 and has held it in 18 quarters since. The position peaked at $566K in Q2 2022. 63 funds tracked by Wall St. Rank hold HPI as of Q1 2026.

NewEdge Advisors held 19,117 shares of John Hancock Preferred Income Fund worth $300K as of Q1 2026.
NewEdge Advisors sold 943 John Hancock Preferred Income Fund shares in Q1 2026, an estimated $15.2K.
John Hancock Preferred Income Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2340 holding.
NewEdge Advisors first reported a position in John Hancock Preferred Income Fund in Q4 2021 and has held it in 18 quarters since.
NewEdge Advisors's John Hancock Preferred Income Fund position peaked at $566K in Q2 2022.
63 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.