Sowell Financial Services’s John Hancock Preferred Income Fund HPI Stock Holding History

Sowell Financial Services’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	$177K	Hold	10,900	–	–	0.01%	1101
2026 Q1	$171K	Hold	10,900	–	–	0.01%	1060
2025 Q4	$176K	Hold	10,900	–	–	0.01%	1046
2025 Q3	$189K	Hold	10,900	–	–	0.01%	1010
2025 Q2	$174K	Hold	10,900	–	–	0.01%	981
2025 Q1	$181K	Buy	+10,900	New	+$186K	0.01%	939
2024 Q4	–	Sell	-10,900	Closed	-$207K	–	543
2024 Q3	$207K	Buy	+10,900	New	+$190K	0.01%	527
2023 Q4	–	Sell	-15,900	Closed	-$232K	–	554
2023 Q3	$232K	Sell	15,900 -167	-1%	-$2.53K	0.01%	487
2023 Q2	$245K	Hold	16,067	–	–	0.01%	530
2023 Q1	$257K	Sell	16,067 -50	-0.3%	-$832	0.02%	616
2022 Q4	$261K	Buy	16,117 +50	+0.3%	+$797	0.02%	498
2022 Q3	$257K	Hold	16,067	–	–	0.03%	381
2022 Q2	$281K	Buy	+16,067	New	+$288K	0.03%	262
2022 Q1	–	Sell	-15,900	Closed	-$330K	–	301
2021 Q4	$330K	Hold	15,900	–	–	0.02%	475
2021 Q3	$342K	Hold	15,900	–	–	0.02%	438
2021 Q2	$343K	Hold	15,900	–	–	0.02%	461
2021 Q1	$330K	Buy	+15,900	New	+$305K	0.01%	803

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

Sowell Financial Services's HPI Position: Q2 2026 in Review

Sowell Financial Services held its John Hancock Preferred Income Fund (HPI) position steady in Q2 2026 at 10,900 shares worth $177K. The position accounts for 0.01% of the portfolio, ranked #1101.

Sowell Financial Services first reported a position in HPI in Q1 2021 and has held it in 17 quarters since. The position peaked at $343K in Q2 2021. 65 funds tracked by Wall St. Rank hold HPI as of Q2 2026.

Sowell Financial Services held 10,900 shares of John Hancock Preferred Income Fund worth $177K as of Q2 2026.
Sowell Financial Services left its John Hancock Preferred Income Fund share count unchanged in Q2 2026.
John Hancock Preferred Income Fund made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1101 holding.
Sowell Financial Services first reported a position in John Hancock Preferred Income Fund in Q1 2021 and has held it in 17 quarters since.
Sowell Financial Services's John Hancock Preferred Income Fund position peaked at $343K in Q2 2021.
65 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.