B. Riley Wealth Advisors, Inc.
Position in HPI — John Hancock Preferred Income Fund
CIK 1464811
MEMPHIS, TN
Position in HPI
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$211,216
+$7,560 QoQ
Shares Held
13,030
+0.4% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#9
of 21 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HPI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $51,221,802 across 78 Asset Management names. HPI ranks #47 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STEW |
SRH Total Return Fund, Inc.
|
405,048 | $7,250,359 | |
| 2 | BX |
Blackstone Inc.
|
55,522 | $6,533,273 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
454,953 | $5,918,938 | |
| 4 | AB |
Alliancebernstein Holding L.P.
|
75,577 | $2,661,821 | |
| 5 | GLAD |
Gladstone Capital Corp
|
135,581 | $2,632,983 | |
| 6 | RA |
Brookfield Real Assets Income Fund Inc.
|
133,545 | $1,720,059 | |
| 7 | CSWC |
Capital Southwest Corp
|
69,775 | $1,658,551 | |
| 8 | MAIN |
Main Street Capital CORP
|
26,913 | $1,396,246 |
All Filings in HPI
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,216 | 13,030 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $203,656 | 12,980 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $208,883 | 12,902 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $222,565 | 12,828 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $203,552 | 12,730 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $279,533 | 16,809 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $304,734 | 16,081 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $260,642 | 15,598 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $283,707 | 17,060 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $291,156 | 18,451 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $248,564 | 17,060 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $464,317 | 30,487 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $452,496 | 28,281 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $371,637 | 23,155 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $321,184 | 20,049 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $243,686 | 13,917 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $230,593 | 11,917 | Shares | Other | 2022-05-02 | |
| No filing history on record for this holder in this stock. | ||||||