Plante Moran Financial Advisors’s John Hancock Premium Dividend Fund PDT Stock Holding History

Plante Moran Financial 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 Q2	$1.29K	Hold	100	–	–	﹤0.01%	832
2026 Q1	$1.31K	Hold	100	–	–	﹤0.01%	656
2025 Q4	$1.27K	Hold	100	–	–	﹤0.01%	736
2025 Q3	$1.33K	Hold	100	–	–	﹤0.01%	684
2025 Q2	$1.32K	Hold	100	–	–	﹤0.01%	687
2025 Q1	$1.31K	Hold	100	–	–	﹤0.01%	710
2024 Q4	$1.27K	Buy	+100	New	+$1.29K	﹤0.01%	806
2018 Q2	–	Sell	-4,897	Closed	-$74K	–	930
2018 Q1	$74K	Hold	4,897	–	–	0.04%	278
2017 Q4	$84K	Sell	4,897 -106	-2%	-$1.79K	0.05%	254
2017 Q3	$84K	Buy	5,003 +4,897	+4,620%	+$83K	0.05%	230
2017 Q2	$2K	Sell	106 -470	-82%	-$7.74K	﹤0.01%	753
2017 Q1	$9K	Sell	576 -106	-16%	-$1.67K	0.01%	592
2016 Q4	$11K	Hold	682	–	–	0.01%	576
2016 Q3	$11K	Buy	+682	New	+$11.6K	0.01%	587

Other funds holding PDT

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

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

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

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

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

PFA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Plante Moran Financial Advisors's PDT Position: Q2 2026 in Review

Plante Moran Financial Advisors held its John Hancock Premium Dividend Fund (PDT) position steady in Q2 2026 at 100 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #832.

Plante Moran Financial Advisors first reported a position in PDT in Q3 2016 and has held it in 14 quarters since. The position peaked at $84K in Q4 2017. 108 funds tracked by Wall St. Rank hold PDT as of Q2 2026.

Plante Moran Financial Advisors held 100 shares of John Hancock Premium Dividend Fund worth $1.29K as of Q2 2026.
Plante Moran Financial Advisors left its John Hancock Premium Dividend Fund share count unchanged in Q2 2026.
John Hancock Premium Dividend Fund made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #832 holding.
Plante Moran Financial Advisors first reported a position in John Hancock Premium Dividend Fund in Q3 2016 and has held it in 14 quarters since.
Plante Moran Financial Advisors's John Hancock Premium Dividend Fund position peaked at $84K in Q4 2017.
108 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.