Stifel Financial’s John Hancock Preferred Income Fund II HPF Stock Holding History

Stifel Financial’s Portfolio HPF Stock Details HPF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$221K	Sell	14,132 -7,686	-35%	-$123K	﹤0.01%	3365
2025 Q4	$351K	Sell	21,818 -1,104	-5%	-$18.2K	﹤0.01%	3055
2025 Q3	$386K	Sell	22,922 -129,613	-85%	-$2.1M	﹤0.01%	2959
2025 Q2	$2.41M	Buy	152,535 +8,846	+6%	+$140K	﹤0.01%	1715
2025 Q1	$2.39M	Buy	143,689 +12,650	+10%	+$213K	﹤0.01%	1636
2024 Q4	$2.17M	Sell	131,039 -10,468	-7%	-$185K	﹤0.01%	1714
2024 Q3	$2.64M	Buy	141,507 +1,465	+1%	+$25K	﹤0.01%	1596
2024 Q2	$2.38M	Buy	140,042 +38,868	+38%	+$653K	﹤0.01%	1604
2024 Q1	$1.67M	Buy	101,174 +16,784	+20%	+$273K	﹤0.01%	1852
2023 Q4	$1.33M	Buy	84,390 +44,699	+113%	+$651K	﹤0.01%	1958
2023 Q3	$574K	Buy	39,691 +21,390	+117%	+$324K	﹤0.01%	2424
2023 Q2	$276K	Buy	18,301 +4,618	+34%	+$69.2K	﹤0.01%	2867
2023 Q1	$212K	Buy	13,683 +2,410	+21%	+$39.8K	﹤0.01%	3019
2022 Q4	$177K	Hold	11,273	–	–	﹤0.01%	3011
2022 Q3	$185K	Buy	11,273 +1,000	+10%	+$18K	﹤0.01%	2978
2022 Q2	$185K	Sell	10,273 -12	-0.1%	-$217	﹤0.01%	3030
2022 Q1	$196K	Buy	10,285 +65	+0.6%	+$1.24K	﹤0.01%	3134
2021 Q4	$213K	Buy	+10,220	New	+$219K	﹤0.01%	3117

Other funds holding HPF

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

APW

Axim Planning & Wealth Springboro, Ohio $82.4M AUM 28.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Stifel Financial's HPF Position: Q1 2026 in Review

Stifel Financial reduced its John Hancock Preferred Income Fund II (HPF) stake by 35% in Q1 2026, selling an estimated $123K and leaving 14,132 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #3365.

Stifel Financial first reported a position in HPF in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.64M in Q3 2024. 44 funds tracked by Wall St. Rank hold HPF as of Q1 2026.

Stifel Financial held 14,132 shares of John Hancock Preferred Income Fund II worth $221K as of Q1 2026.
Stifel Financial sold 7,686 John Hancock Preferred Income Fund II shares in Q1 2026, an estimated $123K.
John Hancock Preferred Income Fund II made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3365 holding.
Stifel Financial first reported a position in John Hancock Preferred Income Fund II in Q4 2021 and has held it in 18 quarters since.
Stifel Financial's John Hancock Preferred Income Fund II position peaked at $2.64M in Q3 2024.
44 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.