SAM Advisors’s John Hancock Preferred Income Fund HPI Stock Holding History

SAM Advisors’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	$485K	Sell	29,942 -2,147	-7%	-$34.5K	0.13%	37
2026 Q1	$503K	Buy	32,089 +57	+0.2%	+$918	0.16%	36
2025 Q4	$519K	Sell	32,032 -985	-3%	-$16.7K	0.16%	36
2025 Q3	$573K	Buy	33,017 +3,865	+13%	+$63K	0.18%	33
2025 Q2	$466K	Buy	29,152 +2,456	+9%	+$38.9K	0.16%	35
2025 Q1	$443K	Buy	26,696 +1,553	+6%	+$26.4K	0.17%	36
2024 Q4	$418K	Sell	25,143 -1,794	-7%	-$31.8K	0.15%	36
2024 Q3	$510K	Buy	+26,937	New	+$469K	0.19%	31

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

SAM Advisors's HPI Position: Q2 2026 in Review

SAM Advisors reduced its John Hancock Preferred Income Fund (HPI) stake by 6.7% in Q2 2026, selling an estimated $34.5K and leaving 29,942 shares worth $485K. The position accounts for 0.13% of the portfolio, ranked #37.

SAM Advisors first reported a position in HPI in Q3 2024 and has held it in 8 quarters since. The position peaked at $573K in Q3 2025. 65 funds tracked by Wall St. Rank hold HPI as of Q2 2026.

SAM Advisors held 29,942 shares of John Hancock Preferred Income Fund worth $485K as of Q2 2026.
SAM Advisors sold 2,147 John Hancock Preferred Income Fund shares in Q2 2026, an estimated $34.5K.
John Hancock Preferred Income Fund made up 0.13% of SAM Advisors's portfolio in Q2 2026, its #37 holding.
SAM Advisors first reported a position in John Hancock Preferred Income Fund in Q3 2024 and has held it in 8 quarters since.
SAM Advisors's John Hancock Preferred Income Fund position peaked at $573K in Q3 2025.
65 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q2 2026.

Based on SAM Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.