JOHN HANCOCK PREFERRED INCOME FUND - HPI
Detailed investor-level table based on 13F positions.
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 | No change | 654,443 | 10,608 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 594,996 | 9,644 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 277,902 | 4,504 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ROYAL BANK OF CANADA | History | No change | 277,823 | 4,504 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 260,204 | 4,217 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TSP Capital Management Group, LLC | History | No change | 202,635 | 3,284 | 0.79% | 0.79% | 6 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LPL Financial LLC | History | No change | 194,889 | 3,159 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Invesco Ltd. | History | No change | 180,415 | 2,924 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COHEN & STEERS, INC. | History | No change | 177,458 | 2,877 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 152,483 | 2,471 | 0.04% | 0.04% | 10 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 118,465 | 1,920 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fiera Capital Corp | History | No change | 102,001 | 1,653 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advisory Resource Group | History | No change | 100,187 | 1,624 | 0.24% | 0.24% | 13 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 81,791 | 1,325 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 80,970 | 1,312 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cetera Investment Advisers | History | No change | 52,068 | 844 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 51,791 | 839 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 43,302 | 701 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 36,465 | 591 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 33,350 | 540 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| SAM Advisors, LLC | History | No change | 29,942 | 485 | 0.13% | 0.13% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 29,876 | 484 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 27,265 | 441 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 25,412 | 415 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| KPP Advisory Services LLC | History | No change | 23,460 | 380 | 0.05% | 0.05% | 25 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Norris Financial Group, LLC | History | No change | 22,600 | 366 | 0.15% | 0.15% | 26 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HighTower Advisors, LLC | History | No change | 22,021 | 356 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sanctuary Advisors, LLC | History | No change | 21,189 | 343 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 19,004 | 308 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| NewEdge Advisors, LLC | History | No change | 18,575 | 301 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 16,663 | 270 | 0.03% | 0.03% | 31 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IHT Wealth Management, LLC | History | No change | 14,755 | 239 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 14,154 | 229 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advisors Asset Management, Inc. | History | No change | 13,884 | 225 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 13,030 | 211 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 13,068 | 211 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Mallini Complete Financial Planning LLC | History | Reduced | 15,045 | 210 | 0.15% | 0.2% | 37 | -2,495 | -14.22% | Q3 2026 | Oct 06, 2026 |
| Equitable Holdings, Inc. | History | No change | 12,617 | 204 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Everstar Asset Management, LLC | History | No change | 11,620 | 188 | 0.09% | 0.09% | 39 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sowell Financial Services LLC | History | No change | 10,900 | 176 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Merit Financial Group, LLC | History | No change | 10,563 | 171 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 10,216 | 165 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 6,541 | 106 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantum Portfolio Management LLC | History | No change | 5,410 | 87 | 0.03% | 0.03% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 4,704 | 76 | 0.06% | 0.06% | 45 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | No change | 4,333 | 70 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFG Advisory, LLC | History | No change | 4,000 | 64 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 3,675 | 59 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,574 | 57 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRIVATE TRUST CO NA | History | No change | 3,053 | 49 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 2,113 | 34 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CITY HOLDING CO | History | No change | 2,000 | 32 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,821 | 29 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,500 | 24 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,272 | 20 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | No change | 1,000 | 16 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 700 | 11 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Clearstead Advisors, LLC | History | No change | 549 | 8 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Piscataqua Savings Bank | History | No change | 400 | 6 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| COUNTRY TRUST BANK | History | No change | 350 | 5 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| IFP Advisors, Inc | History | No change | 324 | 5 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 300 | 4 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Clear Street Group Inc. | History | No change | 190 | 3 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEBSTER BANK, N. A. | History | No change | 164 | 2 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 146 | 2 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |