Raymond James Financial
HPI

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

Raymond James Financial’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
Q1 		$1.88M Sell
119,871
-1,165
-1% -$18.8K ﹤0.01% 3406
2025
Q4 		$1.96M Sell
121,036
-621
-0.5% -$10.6K ﹤0.01% 3295
2025
Q3 		$2.11M Buy
121,657
+3,557
+3% +$58K ﹤0.01% 3137
2025
Q2 		$1.89M Buy
118,100
+4,305
+4% +$68.2K ﹤0.01% 3124
2025
Q1 		$1.89M Buy
113,795
+6,389
+6% +$109K ﹤0.01% 3027
2024
Q4 		$1.79M Buy
+107,406
New +$1.91M ﹤0.01% 3050

Other funds holding HPI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

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

Raymond James Financial reduced its John Hancock Preferred Income Fund (HPI) stake by 0.96% in Q1 2026, selling an estimated $18.8K and leaving 119,871 shares worth $1.88M. The position accounts for ﹤0.01% of the portfolio, ranked #3406.

Raymond James Financial first reported a position in HPI in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.11M in Q3 2025. 63 funds tracked by Wall St. Rank hold HPI as of Q1 2026.

  • Raymond James Financial held 119,871 shares of John Hancock Preferred Income Fund worth $1.88M as of Q1 2026.
  • Raymond James Financial sold 1,165 John Hancock Preferred Income Fund shares in Q1 2026, an estimated $18.8K.
  • John Hancock Preferred Income Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3406 holding.
  • Raymond James Financial first reported a position in John Hancock Preferred Income Fund in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's John Hancock Preferred Income Fund position peaked at $2.11M in Q3 2025.
  • 63 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q1 2026.

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