JOHN HANCOCK PREFERRED INCOME FUND II - HPF
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| UBS Group AG | History | Added to | 361,631 | 5,811 | 0.0% | 0.0% | 1 | +21,636 | 6.36% | Q4 2025 | Jan 29, 2026 |
| Axim Planning & Wealth | History | Reduced | 323,010 | 5,190 | 5.46% | 4.42% | 2 | -9,800 | -2.94% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 290,766 | 4,673 | 0.01% | 0.01% | 3 | -1,068 | -0.37% | Q4 2025 | Feb 11, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 243,009 | 3,905 | 0.03% | 0.02% | 4 | +102,627 | 73.11% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 165,951 | 2,666 | 0.0% | 0.0% | 5 | +1,436 | 0.87% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Reduced | 150,552 | 2,419 | 0.0% | 0.0% | 6 | -32,389 | -17.7% | Q4 2025 | Feb 19, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 143,956 | 2,313 | 0.06% | 0.05% | 7 | +1,463 | 1.03% | Q4 2025 | Feb 11, 2026 |
| COHEN & STEERS, INC. | History | Reduced | 136,687 | 2,197 | 0.0% | 0.0% | 8 | -5,000 | -3.53% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 95,557 | 1,535 | 0.0% | 0.0% | 9 | +17,847 | 22.97% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 86,735 | 1,393 | 0.0% | 0.0% | 10 | -501 | -0.57% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 66,744 | 1,072 | 0.0% | 0.0% | 11 | +24,354 | 57.45% | Q4 2025 | Feb 13, 2026 |
| Everstar Asset Management, LLC | History | No change | 57,760 | 928 | 0.5% | 0.55% | 12 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 54,325 | 873 | 0.0% | 0.0% | 13 | +22,804 | 72.35% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 52,911 | 850 | 0.0% | 0.0% | 14 | -2,432 | -4.39% | Q4 2025 | Feb 17, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 42,384 | 681 | 0.04% | 0.05% | 15 | -67 | -0.16% | Q4 2025 | Feb 03, 2026 |
| ROYAL BANK OF CANADA | History | New | 30,397 | 488 | 0.0% | — | 16 | +30,397 | New | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 29,815 | 479 | 0.0% | 0.0% | 17 | -442 | -1.46% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 29,004 | 466 | 0.0% | 0.0% | 18 | -206 | -0.71% | Q4 2025 | Feb 12, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 25,147 | 404 | 0.01% | 0.01% | 19 | +1,512 | 6.4% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 24,657 | 396 | 0.0% | 0.0% | 20 | -6,799 | -21.61% | Q4 2025 | Feb 18, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 21,818 | 350 | 0.0% | 0.0% | 21 | -1,104 | -4.82% | Q4 2025 | Feb 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 20,022 | 321 | 0.0% | — | 22 | +20,022 | New | Q4 2025 | Jan 29, 2026 |
| Vanguard Capital Wealth Advisors | History | No change | 19,200 | 308 | 0.25% | 0.26% | 23 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 18,608 | 299 | 0.0% | 0.0% | 24 | -700 | -3.63% | Q4 2025 | Feb 18, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 18,498 | 298 | 0.0% | 0.0% | 25 | +34 | 0.18% | Q4 2025 | Jan 08, 2026 |
| Private Advisor Group, LLC | History | Reduced | 14,861 | 238 | 0.0% | 0.0% | 26 | -5,626 | -27.46% | Q4 2025 | Feb 17, 2026 |
| Spire Wealth Management | History | Added to | 12,565 | 201 | 0.01% | 0.01% | 27 | +181 | 1.46% | Q4 2025 | Jan 14, 2026 |
| MSH Capital Advisors LLC | History | No change | 12,358 | 198 | 0.04% | 0.06% | 28 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 12,172 | 195 | 0.0% | — | 29 | +12,172 | New | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | New | 11,223 | 180 | 0.0% | — | 30 | +11,223 | New | Q4 2025 | Feb 12, 2026 |
| StoneX Group Inc. | History | Reduced | 10,952 | 175 | 0.01% | 0.01% | 31 | -557 | -4.84% | Q4 2025 | Feb 12, 2026 |
| Live Oak Private Wealth LLC | History | No change | 10,891 | 175 | 0.02% | 0.03% | 32 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 2,873 | 46 | 0.0% | 0.0% | 34 | -214 | -6.93% | Q4 2025 | Feb 06, 2026 |
| WEBSTER BANK, N. A. | History | No change | 2,879 | 46 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 1,975 | 31 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 1,678 | 26 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Anchor Investment Management, LLC | History | No change | 1,153 | 18 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 845 | 13 | 0.0% | — | 38 | +845 | New | Q4 2025 | Feb 03, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 722 | 11 | 0.0% | 0.0% | 39 | -1,072 | -59.75% | Q4 2025 | Feb 12, 2026 |
| Asset Dedication, LLC | History | New | 600 | 9 | 0.0% | — | 40 | +600 | New | Q4 2025 | Jan 26, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 500 | 8 | 0.0% | — | 41 | +500 | New | Q4 2025 | Jan 20, 2026 |
| COUNTRY TRUST BANK | History | No change | 550 | 8 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Larson Financial Group LLC | History | No change | 250 | 4 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sound Income Strategies, LLC | History | No change | 200 | 3 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 200 | 3 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Farther Finance Advisors, LLC | History | No change | 160 | 2 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.01% | — | -11,544 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,588 | -100.0% | Q3 2025 | Nov 06, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,240 | -100.0% | Q3 2025 | Nov 03, 2025 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,000 | -100.0% | Q3 2025 | Nov 07, 2025 |
| HHM Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,643 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -404 | -100.0% | Q3 2025 | Nov 18, 2025 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |