SWM
PDT

SHP Wealth Management’s John Hancock Premium Dividend Fund PDT Stock Holding History

SHP Wealth Management’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
2026
Q1 		$28.3K Hold
2,161
– – ﹤0.01% 629
2025
Q4 		$27.4K Buy
+2,161
New +$28K ﹤0.01% 612

Other funds holding PDT

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
PFA
Pathway Financial Advisers Auburn, Indiana $397M AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

SHP Wealth Management's PDT Position: Q1 2026 in Review

SHP Wealth Management held its John Hancock Premium Dividend Fund (PDT) position steady in Q1 2026 at 2,161 shares worth $28.3K. The position accounts for ﹤0.01% of the portfolio, ranked #629.

SHP Wealth Management first reported a position in PDT in Q4 2025 and has held it in 2 quarters since. 97 funds tracked by Wall St. Rank hold PDT as of Q1 2026.

  • SHP Wealth Management held 2,161 shares of John Hancock Premium Dividend Fund worth $28.3K as of Q1 2026.
  • SHP Wealth Management left its John Hancock Premium Dividend Fund share count unchanged in Q1 2026.
  • John Hancock Premium Dividend Fund made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #629 holding.
  • SHP Wealth Management first reported a position in John Hancock Premium Dividend Fund in Q4 2025 and has held it in 2 quarters since.
  • 97 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.