RFG
PDT

REAP Financial Group’s John Hancock Premium Dividend Fund PDT Stock Holding History

REAP Financial Group’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
2025
Q3 		– Sell
-4,108
Closed -$54.1K – 546
2025
Q2 		$54.1K Hold
4,108
– – 0.01% 257
2025
Q1 		$53.7K Hold
4,108
– – 0.01% 208
2024
Q4 		$52.3K Hold
4,108
– – 0.01% 200
2024
Q3 		$54.3K Hold
4,108
– – 0.01% 195
2024
Q2 		$48.4K Hold
4,108
– – 0.01% 194
2024
Q1 		$47.9K Hold
4,108
– – 0.01% 202
2023
Q4 		$43.8K Buy
+4,108
New +$41.4K 0.01% 273

Other funds holding PDT

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
PFA
Pathway Financial Advisers Auburn, Indiana $354M AUM 21.65% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

REAP Financial Group's PDT Position: Q3 2025 in Review

REAP Financial Group sold out of John Hancock Premium Dividend Fund (PDT) in Q3 2025, closing a stake of 4,108 shares — an estimated $54.1K sold.

REAP Financial Group first reported a position in PDT in Q4 2023 and held it in 7 quarters. The position peaked at $54.3K in Q3 2024. 91 funds tracked by Wall St. Rank hold PDT as of Q3 2025.

  • REAP Financial Group reported no remaining John Hancock Premium Dividend Fund position as of Q3 2025 after selling out during the quarter.
  • REAP Financial Group sold 4,108 John Hancock Premium Dividend Fund shares in Q3 2025, an estimated $54.1K.
  • REAP Financial Group first reported a position in John Hancock Premium Dividend Fund in Q4 2023 and held it in 7 quarters.
  • REAP Financial Group's John Hancock Premium Dividend Fund position peaked at $54.3K in Q3 2024.
  • 91 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q3 2025.

Based on REAP Financial Group's 13F filing for Q3 2025, filed 6 Nov 2025.