John Hancock Prefer Inc. IIHPF

13F holders, Q4 2025 (December 31)
47holders
6new positions
6sold out
$16.07avg. 13F price*

At the end of Q4 2025, 47 institutions reported holding John Hancock Prefer Inc. II (HPF) in their 13F filings, unchanged from Q3 2025. 6 opened new positions and 6 sold out. The largest holders were UBS Group AG ($5.8M), Axim Planning & Wealth ($5.2M) and Janney Montgomery Scott LLC ($4.7M).

Company
John Hancock Prefer Inc. II
Filed as
HANCOCK JOHN PFD INCOME FD I (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions6$729K
Exits6$462K

All 13F filers, Q3 2025 → Q4 2025: 241,334 shares bought and 95,396 shares sold, net +145,938 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 47 holders

UBS Group AG 0.00% Add +6.4% 361,631 $5.8M
Axim Planning & Wealth 5.53% Reduce -2.9% 323,010 $5.2M
Janney Montgomery Scott LLC 0.01% Reduce -0.4% 290,766 $4.7M
Guggenheim Capital LLC 0.03% Add +73.1% 243,009 $3.9M
Morgan Stanley 0.00% Add +0.9% 165,951 $2.7M
Invesco Ltd. 0.00% Reduce -17.7% 150,552 $2.4M
J.W. Cole Advisors, Inc. 0.06% Add +1.0% 143,956 $2.3M
Cohen & Steers, Inc. 0.00% Reduce -3.5% 136,687 $2.2M
LPL Financial LLC 0.00% Add +23.0% 95,557 $1.5M
Wells Fargo & Company 0.00% Reduce -0.6% 86,735 $1.4M
Kestra Advisory Services, LLC 0.00% Add +57.5% 66,744 $1.1M
Everstar Asset Management, LLC 0.50% No change 57,760 $928K
Bank of America Corp. 0.00% Add +72.3% 54,325 $873K
Osaic Holdings, Inc. 0.00% Reduce -4.4% 52,911 $850K
Koshinski Asset Management, Inc. 0.04% Reduce -0.2% 42,384 $681K
Royal Bank of Canada 0.00% Add +7.3% 30,397 $488K
Cetera Investment Advisers 0.00% Reduce -1.5% 29,815 $479K
Commonwealth Equity Services, LLC 0.00% Reduce -0.7% 29,004 $466K
Wedbush Securities Inc. 0.01% Add +6.4% 25,147 $404K
Raymond James Financial Inc. 0.00% Reduce -21.6% 24,657 $396K
Stifel Financial Corp. 0.00% Reduce -4.8% 21,818 $351K
Kestra Private Wealth Services, LLC 0.00% New 20,022 $322K
Vanguard Capital Wealth Advisors 0.25% No change 19,200 $309K
NewEdge Advisors, LLC 0.00% Reduce -3.6% 18,608 $299K
Wealth Enhancement Advisory Services, LLC 0.00% Add +0.2% 18,498 $298K
Private Advisor Group, LLC 0.00% Reduce -27.5% 14,861 $239K
Spire Wealth Management 0.01% Add +1.5% 12,565 $202K
MSH Capital Advisors LLC 0.04% No change 12,358 $199K
Susquehanna International Group, LLP 0.00% New 12,172 $196K
Jane Street Group, LLC 0.00% New 11,223 $180K
StoneX Group Inc. 0.01% Reduce -4.8% 10,952 $176K
Live Oak Private Wealth LLC 0.02% No change 10,891 $175K
Webster Bank, N. A. 0.00% No change 2,879 $46K
Global Retirement Partners, LLC 0.00% Reduce -6.9% 2,873 $46K
Glass Jacobson Investment Advisors llc 0.01% No change 1,975 $32K
SOA Wealth Advisors, LLC. 0.00% No change 1,678 $27K
Anchor Investment Management, LLC 0.00% No change 1,153 $19K
International Assets Investment Management, LLC 0.00% New 845 $14K
Hollencrest Capital Management 0.00% Reduce -59.8% 722 $12K
Asset Dedication, LLC 0.00% New 600 $10K
Country Trust Bank 0.00% No change 550 $9K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 500 $8K
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% No change 200 $3K
Farther Finance Advisors, LLC 0.00% No change 160 $3K
Huntington National Bank 0.00% No change 1 $16

"% 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.