SA
HPI

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
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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SAM Advisors's HPI Position: Q1 2026 in Review

SAM Advisors increased its John Hancock Preferred Income Fund (HPI) stake by 0.18% in Q1 2026, buying an estimated $918 and bringing the position to 32,089 shares worth $503K. The position accounts for 0.16% of the portfolio, ranked #36.

SAM Advisors first reported a position in HPI in Q3 2024 and has held it in 7 quarters since. The position peaked at $573K in Q3 2025. 63 funds tracked by Wall St. Rank hold HPI as of Q1 2026.

  • SAM Advisors held 32,089 shares of John Hancock Preferred Income Fund worth $503K as of Q1 2026.
  • SAM Advisors bought 57 John Hancock Preferred Income Fund shares in Q1 2026, an estimated $918.
  • John Hancock Preferred Income Fund made up 0.16% of SAM Advisors's portfolio in Q1 2026, its #36 holding.
  • SAM Advisors first reported a position in John Hancock Preferred Income Fund in Q3 2024 and has held it in 7 quarters since.
  • SAM Advisors's John Hancock Preferred Income Fund position peaked at $573K in Q3 2025.
  • 63 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q1 2026.

Based on SAM Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.