Stifel Financial
HPI

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

Stifel Financial’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 		$166K Sell
10,216
-876
-8% -$14.1K ﹤0.01% 3553
2026
Q1 		$174K Buy
11,092
+165
+2% +$2.66K ﹤0.01% 3466
2025
Q4 		$177K Buy
+10,927
New +$186K ﹤0.01% 3407

Other funds holding HPI

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GC
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cohen & Steers
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

Stifel Financial's HPI Position: Q2 2026 in Review

Stifel Financial reduced its John Hancock Preferred Income Fund (HPI) stake by 7.9% in Q2 2026, selling an estimated $14.1K and leaving 10,216 shares worth $166K. The position accounts for ﹤0.01% of the portfolio, ranked #3553.

Stifel Financial first reported a position in HPI in Q4 2025 and has held it in 3 quarters since. The position peaked at $177K in Q4 2025. 65 funds tracked by Wall St. Rank hold HPI as of Q2 2026.

  • Stifel Financial held 10,216 shares of John Hancock Preferred Income Fund worth $166K as of Q2 2026.
  • Stifel Financial sold 876 John Hancock Preferred Income Fund shares in Q2 2026, an estimated $14.1K.
  • John Hancock Preferred Income Fund made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3553 holding.
  • Stifel Financial first reported a position in John Hancock Preferred Income Fund in Q4 2025 and has held it in 3 quarters since.
  • Stifel Financial's John Hancock Preferred Income Fund position peaked at $177K in Q4 2025.
  • 65 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.