John Hancock Prefer Inc. IIHPF

13F holders, Q3 2025 (September 30)
47holders −4
5new positions
8sold out
$16.84avg. 13F price*

At the end of Q3 2025, 47 institutions reported holding John Hancock Prefer Inc. II (HPF) in their 13F filings, down 4 from Q2 2025. 5 opened new positions and 8 sold out. The largest holders were UBS Group AG ($5.7M), Axim Planning & Wealth ($5.6M) and Janney Montgomery Scott LLC ($4.9M).

Company
John Hancock Prefer Inc. II
Filed as
HANCOCK JOHN PFD INCOME FD I (Q3 2025)
CUSIP
41013X106
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q1 2024: 42Q1 2024Q2 2024: 46Q2 2024Q3 2024: 47Q3 2024Q4 2024: 46Q4 2024Q1 2025: 43Q1 2025Q2 2025: 51Q2 2025Q3 2025: 47Q3 2025Q4 2025: 47Q4 2025Q1 2026: 44Q1 2026Q2 2026: 48Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions5$5.3M
Exits8$835K

All 13F filers, Q2 2025 → Q3 2025: 566,486 shares bought and 264,003 shares sold, net +302,483 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 47 holders

UBS Group AG 0.00% Add +8.2% 339,995 $5.7M
Axim Planning & Wealth 4.46% Add +3.3% 332,810 $5.6M
Janney Montgomery Scott LLC 0.01% New 291,834 $4.9M
Invesco Ltd. 0.00% Add +14.8% 182,941 $3.1M
Morgan Stanley 0.00% Add +1.4% 164,515 $2.8M
J.W. Cole Advisors, Inc. 0.05% Add +7.5% 142,493 $2.4M
Cohen & Steers, Inc. 0.00% Add +13.9% 141,687 $2.4M
Guggenheim Capital LLC 0.02% Add +223.3% 140,382 $2.4M
Wells Fargo & Company 0.00% Add +32.5% 87,236 $1.5M
LPL Financial LLC 0.00% Add +40.5% 77,710 $1.3M
Everstar Asset Management, LLC 0.55% Reduce -2.9% 57,760 $973K
Osaic Holdings, Inc. 0.00% Reduce -23.7% 55,343 $905K
Koshinski Asset Management, Inc. 0.05% Reduce -35.0% 42,451 $715K
Kestra Advisory Services, LLC 0.00% Reduce -11.6% 42,390 $714K
Bank of America Corp. 0.00% Add +1.1% 31,521 $531K
Raymond James Financial Inc. 0.00% Add +51.5% 31,456 $530K
Cetera Investment Advisers 0.00% Reduce -2.8% 30,257 $510K
Commonwealth Equity Services, LLC 0.00% Reduce -52.3% 29,210 $492K
Royal Bank of Canada 0.00% Add +2.7% 28,319 $477K
Wedbush Securities Inc. 0.01% Add +34.4% 23,635 $398K
Stifel Financial Corp. 0.00% Reduce -85.0% 22,922 $386K
Private Advisor Group, LLC 0.00% No change 20,487 $345K
NewEdge Advisors, LLC 0.00% Reduce -4.3% 19,308 $325K
Vanguard Capital Wealth Advisors 0.26% No change 19,200 $324K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -2.6% 18,464 $315K
Spire Wealth Management 0.01% Add +25.0% 12,384 $209K
MSH Capital Advisors LLC 0.06% No change 12,358 $208K
StoneX Group Inc. 0.01% New 11,509 $195K
Readystate Asset Management LP 0.02% New 11,544 $195K
Live Oak Private Wealth LLC 0.03% No change 10,891 $184K
Ameritas Advisory Services, LLC 0.01% No change 6,588 $111K
GPS Wealth Strategies Group, LLC 0.01% No change 4,240 $71K
Global Retirement Partners, LLC 0.00% Add +1.3% 3,087 $52K
PNC Financial Services Group, Inc. 0.00% No change 3,000 $51K
Webster Bank, N. A. 0.00% No change 2,879 $49K
Glass Jacobson Investment Advisors llc 0.01% Add +5.3% 1,975 $33K
Hollencrest Capital Management 0.00% No change 1,794 $30K
SOA Wealth Advisors, LLC. 0.00% No change 1,678 $28K
HHM Wealth Advisors, LLC 0.00% Add +2.3% 1,643 $28K
Anchor Investment Management, LLC 0.00% No change 1,153 $19K
Country Trust Bank 0.00% No change 550 $9K
Advisory Services Network, LLC 0.00% New 404 $7K
Larson Financial Group LLC 0.00% No change 250 $4K
Sound Income Strategies, LLC 0.00% No change 200 $3K
Highline Wealth Partners LLC 0.00% New 200 $3K
Farther Finance Advisors, LLC 0.00% No change 160 $3K
Huntington National Bank 0.00% No change 1 $17

"% of holder's portfolio" is HPF's weight in each manager's 13F, not the share of John Hancock Prefer Inc. II the manager owns.