Norris Financial Group’s John Hancock Preferred Income Fund HPI Stock Holding History

Norris Financial Group’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 Q2	$366K	Buy	22,600 +2,000	+10%	+$32.1K	0.15%	53
2026 Q1	$323K	Buy	20,600 +4,500	+28%	+$72.5K	0.11%	74
2025 Q4	$261K	Hold	16,100	–	–	0.09%	86
2025 Q3	$279K	Hold	16,100	–	–	0.1%	82
2025 Q2	$257K	Sell	16,100 -500	-3%	-$7.92K	0.11%	76
2025 Q1	$275K	Buy	+16,600	New	+$283K	0.13%	75

Other funds holding HPI

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

TCMG

TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Norris Financial Group's HPI Position: Q2 2026 in Review

Norris Financial Group increased its John Hancock Preferred Income Fund (HPI) stake by 9.7% in Q2 2026, buying an estimated $32.1K and bringing the position to 22,600 shares worth $366K. The position accounts for 0.15% of the portfolio, ranked #53.

Norris Financial Group first reported a position in HPI in Q1 2025 and has held it in 6 quarters since. 65 funds tracked by Wall St. Rank hold HPI as of Q2 2026.

Norris Financial Group held 22,600 shares of John Hancock Preferred Income Fund worth $366K as of Q2 2026.
Norris Financial Group bought 2,000 John Hancock Preferred Income Fund shares in Q2 2026, an estimated $32.1K.
John Hancock Preferred Income Fund made up 0.15% of Norris Financial Group's portfolio in Q2 2026, its #53 holding.
Norris Financial Group first reported a position in John Hancock Preferred Income Fund in Q1 2025 and has held it in 6 quarters since.
65 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q2 2026.

Based on Norris Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.