ORG Partners’s John Hancock Preferred Income Fund HPI Stock Holding History

ORG Partners’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
2025 Q4	$8.1K	Hold	500	–	–	﹤0.01%	1074
2025 Q3	$8.68K	Hold	500	–	–	﹤0.01%	1001
2025 Q2	$7.97K	Hold	500	–	–	﹤0.01%	949
2025 Q1	$8.3K	Hold	500	–	–	﹤0.01%	835
2024 Q4	$8.31K	Hold	500	–	–	﹤0.01%	930
2024 Q3	$9.47K	Hold	500	–	–	﹤0.01%	793
2024 Q2	$8.32K	Hold	500	–	–	﹤0.01%	1284
2024 Q1	$8.27K	Buy	+500	New	+$8.06K	0.02%	302
2023 Q3	–	Sell	-500	Closed	-$8K	–	1467
2023 Q2	$8K	Buy	+500	New	+$7.46K	﹤0.01%	1013

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

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

JWCA

J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return

TCMG

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

ORG Partners's HPI Position: Q4 2025 in Review

ORG Partners held its John Hancock Preferred Income Fund (HPI) position steady in Q4 2025 at 500 shares worth $8.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1074.

ORG Partners first reported a position in HPI in Q2 2023 and has held it in 9 quarters since. The position peaked at $9.47K in Q3 2024. 66 funds tracked by Wall St. Rank hold HPI as of Q4 2025.

ORG Partners held 500 shares of John Hancock Preferred Income Fund worth $8.1K as of Q4 2025.
ORG Partners left its John Hancock Preferred Income Fund share count unchanged in Q4 2025.
John Hancock Preferred Income Fund made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #1074 holding.
ORG Partners first reported a position in John Hancock Preferred Income Fund in Q2 2023 and has held it in 9 quarters since.
ORG Partners's John Hancock Preferred Income Fund position peaked at $9.47K in Q3 2024.
66 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.