Raymond James Financial
HPF

Raymond James Financial’s John Hancock Preferred Income Fund II HPF Stock Holding History

Raymond James Financial’s Portfolio HPF Stock Details HPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$365K Sell
23,410
-1,247
-5% -$19.9K ﹤0.01% 4556
2025
Q4 		$396K Sell
24,657
-6,799
-22% -$112K ﹤0.01% 4416
2025
Q3 		$530K Buy
31,456
+10,694
+52% +$173K ﹤0.01% 4087
2025
Q2 		$328K Buy
20,762
+1,299
+7% +$20.5K ﹤0.01% 4248
2025
Q1 		$323K Buy
19,463
+2,300
+13% +$38.7K ﹤0.01% 4180
2024
Q4 		$284K Buy
+17,163
New +$303K ﹤0.01% 4209

Other funds holding HPF

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
APW
Axim Planning & Wealth Springboro, Ohio $82.4M AUM 28.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Raymond James Financial's HPF Position: Q1 2026 in Review

Raymond James Financial reduced its John Hancock Preferred Income Fund II (HPF) stake by 5.1% in Q1 2026, selling an estimated $19.9K and leaving 23,410 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #4556.

Raymond James Financial first reported a position in HPF in Q4 2024 and has held it in 6 quarters since. The position peaked at $530K in Q3 2025. 44 funds tracked by Wall St. Rank hold HPF as of Q1 2026.

  • Raymond James Financial held 23,410 shares of John Hancock Preferred Income Fund II worth $365K as of Q1 2026.
  • Raymond James Financial sold 1,247 John Hancock Preferred Income Fund II shares in Q1 2026, an estimated $19.9K.
  • John Hancock Preferred Income Fund II made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4556 holding.
  • Raymond James Financial first reported a position in John Hancock Preferred Income Fund II in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's John Hancock Preferred Income Fund II position peaked at $530K in Q3 2025.
  • 44 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.