TSP Capital Management Group’s John Hancock Preferred Income Fund HPI Stock Holding History

TSP Capital Management Group’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 Q3	$2.91M	Buy	207,710 +5,075	+3%	+$79.6K	0.73%	32
2026 Q2	$3.28M	Buy	+202,635	New	+$3.25M	0.79%	32
2026 Q1	–	Hold	0	–	–	–	32
2025 Q4	–	Sell	-131,360	Closed	-$2.23M	–	32
2025 Q3	$2.28M	Buy	+131,360	New	+$2.14M	0.61%	31
2025 Q2	–	Sell	-128,860	Closed	-$2.04M	–	31
2025 Q1	$2.14M	Sell	128,860 -1,355	-1%	-$23.1K	0.7%	32
2024 Q4	$2.17M	Buy	130,215 +3,200	+3%	+$56.8K	0.74%	32
2024 Q3	$2.41M	Buy	127,015 +150	+0.1%	+$2.61K	0.74%	31
2024 Q2	$2.12M	Buy	126,865 +1,400	+1%	+$23.1K	0.66%	32
2024 Q1	$2.09M	Buy	125,465 +11,950	+11%	+$193K	0.67%	32
2023 Q4	$1.79M	Buy	113,515 +40,940	+56%	+$592K	0.62%	31
2023 Q3	$1.06M	Sell	72,575 -475	-0.7%	-$7.21K	0.41%	39
2023 Q2	$1.11M	Sell	73,050 -6,230	-8%	-$93K	0.4%	38
2023 Q1	$1.27M	Buy	79,280 +525	+0.7%	+$8.74K	0.46%	37
2022 Q4	$1.26M	Buy	+78,755	New	+$1.26M	0.47%	35
2022 Q3	–	Hold	0	–	–	–	34
2022 Q2	–	Hold	0	–	–	–	34
2022 Q1	–	Hold	0	–	–	–	33
2021 Q4	–	Hold	0	–	–	–	34
2021 Q3	–	Hold	0	–	–	–	35
2021 Q2	–	Sell	-80,945	Closed	-$1.7M	–	35
2021 Q1	$1.67M	Buy	80,945 +10,970	+16%	+$211K	0.59%	35
2020 Q4	$1.38M	Buy	+69,975	New	+$1.34M	0.49%	35
2020 Q3	–	Hold	0	–	–	–	33
2020 Q2	–	Hold	0	–	–	–	34
2020 Q1	–	Hold	0	–	–	–	31
2019 Q4	–	Hold	0	–	–	–	31
2019 Q3	–	Hold	0	–	–	–	27
2019 Q2	–	Hold	0	–	–	–	30
2019 Q1	–	Sell	-74,775	Closed	-$1.58M	–	29
2018 Q4	$1.41M	Buy	+74,775	New	+$1.53M	0.79%	33
2018 Q3	–	Sell	-72,975	Closed	-$1.61M	–	33
2018 Q2	$1.59M	Buy	72,975 +1,480	+2%	+$31K	0.81%	33
2018 Q1	$1.46M	Buy	71,495 +4,700	+7%	+$96.8K	0.7%	35
2017 Q4	$1.43M	Buy	66,795 +1,250	+2%	+$27K	0.65%	39
2017 Q3	$1.44M	Buy	+65,545	New	+$1.43M	0.69%	39
2017 Q2	–	Hold	0	–	–	–	40
2017 Q1	–	Hold	0	–	–	–	40
2016 Q4	–	Hold	0	–	–	–	42
2016 Q3	–	Sell	-57,050	Closed	-$1.3M	–	42
2016 Q2	$1.3M	Hold	57,050	–	–	0.67%	42
2016 Q1	$1.27M	Sell	57,050 -9,100	-14%	-$188K	0.7%	40
2015 Q4	$1.32M	Buy	66,150 +10,600	+19%	+$209K	0.71%	40
2015 Q3	$1.07M	Buy	55,550 +1,850	+3%	+$36K	0.6%	41
2015 Q2	$1.04M	Buy	+53,700	New	+$1.1M	0.48%	43
2015 Q1	–	Hold	0	–	–	–	47

Other funds holding HPI

ARG

Advisory Resource Group Tulsa, Oklahoma $695M AUM 28.3% 1-Year Est. Return

KPP Advisory Services Louisville, Kentucky $594M AUM 20.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Compass Financial Management Tampa, Florida $926M AUM

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

TSP Capital Management Group's HPI Position: Q3 2026 in Review

TSP Capital Management Group increased its John Hancock Preferred Income Fund (HPI) stake by 2.5% in Q3 2026, buying an estimated $79.6K and bringing the position to 207,710 shares worth $2.91M. The position accounts for 0.73% of the portfolio, ranked #32.

TSP Capital Management Group first reported a position in HPI in Q2 2015 and has held it in 25 quarters since. The position peaked at $3.28M in Q2 2026. 17 funds tracked by Wall St. Rank hold HPI as of Q3 2026.

TSP Capital Management Group held 207,710 shares of John Hancock Preferred Income Fund worth $2.91M as of Q3 2026.
TSP Capital Management Group bought 5,075 John Hancock Preferred Income Fund shares in Q3 2026, an estimated $79.6K.
John Hancock Preferred Income Fund made up 0.73% of TSP Capital Management Group's portfolio in Q3 2026, its #32 holding.
TSP Capital Management Group first reported a position in John Hancock Preferred Income Fund in Q2 2015 and has held it in 25 quarters since.
TSP Capital Management Group's John Hancock Preferred Income Fund position peaked at $3.28M in Q2 2026.
17 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q3 2026.

Based on TSP Capital Management Group's 13F filing for Q3 2026, filed 15 Oct 2026.