SPIA
HPI

Steward Partners Investment Advisory’s John Hancock Preferred Income Fund HPI Stock Holding History

Steward Partners Investment Advisory’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 		$28.6K Hold
1,821
– – ﹤0.01% 3070
2025
Q4 		$29.5K Hold
1,821
– – ﹤0.01% 2956
2025
Q3 		$31.6K Hold
1,821
– – ﹤0.01% 2855
2025
Q2 		$29.1K Hold
1,821
– – ﹤0.01% 2751
2025
Q1 		$30.2K Hold
1,821
– – ﹤0.01% 2626
2024
Q4 		$30.3K Hold
1,821
– – ﹤0.01% 2584
2024
Q3 		$34.5K Hold
1,821
– – ﹤0.01% 2418
2024
Q2 		$30.4K Hold
1,821
– – ﹤0.01% 2333
2024
Q1 		$30.3K Hold
1,821
– – ﹤0.01% 2338
2023
Q4 		$28.7K Hold
1,821
– – ﹤0.01% 2224
2023
Q3 		$26.5K Hold
1,821
– – ﹤0.01% 2176
2023
Q2 		$27.7K Hold
1,821
– – ﹤0.01% 2132
2023
Q1 		$29.1K Hold
1,821
– – ﹤0.01% 2091
2022
Q4 		$29.2K Buy
1,821
+28
+2% +$446 ﹤0.01% 2065
2022
Q3 		$29K Buy
1,793
+38
+2% +$677 ﹤0.01% 2043
2022
Q2 		$31K Buy
1,755
+35
+2% +$628 ﹤0.01% 2016
2022
Q1 		$33K Buy
1,720
+34
+2% +$652 ﹤0.01% 2127
2021
Q4 		$35K Buy
1,686
+29
+2% +$616 ﹤0.01% 2066
2021
Q3 		$36K Buy
1,657
+254
+18% +$5.51K ﹤0.01% 2039
2021
Q2 		$30K Sell
1,403
-2,091
-60% -$43.8K ﹤0.01% 4217
2021
Q1 		$72.2K Buy
3,494
+2,141
+158% +$41.1K ﹤0.01% 1794
2020
Q4 		$27K Sell
1,353
-174
-11% -$3.33K ﹤0.01% 1953
2020
Q3 		$29K Buy
1,527
+25
+2% +$501 ﹤0.01% 1741
2020
Q2 		$29K Buy
1,502
+200
+15% +$3.62K ﹤0.01% 1628
2020
Q1 		$20K Buy
1,302
+428
+49% +$8.97K ﹤0.01% 1611
2019
Q4 		$19K Buy
874
+145
+20% +$3.28K ﹤0.01% 1784
2019
Q3 		$17K Hold
729
– – ﹤0.01% 1779
2019
Q2 		$16K Buy
+729
New +$16.7K ﹤0.01% 1786

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

Steward Partners Investment Advisory's HPI Position: Q1 2026 in Review

Steward Partners Investment Advisory held its John Hancock Preferred Income Fund (HPI) position steady in Q1 2026 at 1,821 shares worth $28.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3070.

Steward Partners Investment Advisory first reported a position in HPI in Q2 2019 and has held it in 28 quarters since. The position peaked at $72.2K in Q1 2021. 63 funds tracked by Wall St. Rank hold HPI as of Q1 2026.

  • Steward Partners Investment Advisory held 1,821 shares of John Hancock Preferred Income Fund worth $28.6K as of Q1 2026.
  • Steward Partners Investment Advisory left its John Hancock Preferred Income Fund share count unchanged in Q1 2026.
  • John Hancock Preferred Income Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3070 holding.
  • Steward Partners Investment Advisory first reported a position in John Hancock Preferred Income Fund in Q2 2019 and has held it in 28 quarters since.
  • Steward Partners Investment Advisory's John Hancock Preferred Income Fund position peaked at $72.2K in Q1 2021.
  • 63 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.