Private Trust Company’s John Hancock Preferred Income Fund HPI Stock Holding History

Private Trust Company’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	$49.5K	Buy	3,053 +2,500	+452%	+$40.2K	﹤0.01%	1377
2026 Q1	$8.68K	Hold	553	–	–	﹤0.01%	2023
2025 Q4	$8.95K	Hold	553	–	–	﹤0.01%	1978
2025 Q3	$9.6K	Hold	553	–	–	﹤0.01%	1921
2025 Q2	$8.84K	Hold	553	–	–	﹤0.01%	1865
2025 Q1	$9.17K	Hold	553	–	–	﹤0.01%	1828
2024 Q4	$9.2K	Hold	553	–	–	﹤0.01%	1775
2024 Q3	$10.5K	Hold	553	–	–	﹤0.01%	1706
2024 Q2	$9.24K	Hold	553	–	–	﹤0.01%	1711
2024 Q1	$9.2K	Hold	553	–	–	﹤0.01%	1690
2023 Q4	$8.73K	Hold	553	–	–	﹤0.01%	1702
2023 Q3	$8.06K	Hold	553	–	–	﹤0.01%	1671
2023 Q2	$8.42K	Buy	+553	New	+$8.26K	﹤0.01%	1686
2014 Q4	–	Sell	-855	Closed	-$17K	–	678
2014 Q3	$17K	Buy	+855	New	+$17.2K	0.01%	910

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

Private Trust Company's HPI Position: Q2 2026 in Review

Private Trust Company increased its John Hancock Preferred Income Fund (HPI) stake by 452% in Q2 2026, buying an estimated $40.2K and bringing the position to 3,053 shares worth $49.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1377.

Private Trust Company first reported a position in HPI in Q3 2014 and has held it in 14 quarters since. 65 funds tracked by Wall St. Rank hold HPI as of Q2 2026.

Private Trust Company held 3,053 shares of John Hancock Preferred Income Fund worth $49.5K as of Q2 2026.
Private Trust Company bought 2,500 John Hancock Preferred Income Fund shares in Q2 2026, an estimated $40.2K.
John Hancock Preferred Income Fund made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1377 holding.
Private Trust Company first reported a position in John Hancock Preferred Income Fund in Q3 2014 and has held it in 14 quarters since.
65 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.