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 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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TSP Capital Management Group's HPI Position: Q2 2026 in Review

TSP Capital Management Group opened a new position in John Hancock Preferred Income Fund (HPI) in Q2 2026: 202,635 shares worth $3.28M. The stake represents 0.79% of the portfolio and ranks #32 among its holdings. This is a return to the name: TSP Capital Management Group previously reported a position in HPI as recently as Q3 2025.

TSP Capital Management Group first reported a position in HPI in Q2 2015 and has held it in 24 quarters since. 65 funds tracked by Wall St. Rank hold HPI as of Q2 2026.

TSP Capital Management Group held 202,635 shares of John Hancock Preferred Income Fund worth $3.28M as of Q2 2026.
John Hancock Preferred Income Fund was a new TSP Capital Management Group position in Q2 2026.
John Hancock Preferred Income Fund made up 0.79% of TSP Capital Management Group's portfolio in Q2 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 24 quarters since.
65 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q2 2026.

Based on TSP Capital Management Group's 13F filing for Q2 2026, filed 31 Jul 2026.