HALBERT HARGROVE GLOBAL ADVISORS, LLC

Position in HPI — John Hancock Preferred Income Fund

CIK 1484205 LONG BEACH, CA

Position in HPI

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$211,832

+$3,971 QoQ

Shares Held

13,068

-1.4% QoQ

Ownership

0.049%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#36

of 65 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $1,262,889 across 21 Asset Management names. HPI ranks #2 (16.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CHI	Calamos Convertible Opportunities & Income Fund	16,550	$222,432
2	HPI	John Hancock Preferred Income Fund This page	13,068	$211,832
3	CSQ	Calamos Strategic Total Return Fund	7,837	$161,128
4	EXG	Eaton Vance Tax-Managed Global Diversified Equity Income Fund	13,800	$135,378
5	PDX	PIMCO Dynamic Income Strategy Fund	4,500	$93,690
6	ACP	abrdn Income Credit Strategies Fund	14,000	$72,800
7	PHYS	Sprott Physical Gold Trust	2,400	$72,408
8	JPC	Nuveen Preferred & Income Opportunities Fund	9,000	$70,920

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$211,832	13,068	-1.4%	Shares	Sole	2026-07-21
2026-03-31	$207,861	13,248	0.0%	Shares	Sole	2026-04-17
2025-12-31	$214,485	13,248	0.0%	Shares	Sole	2026-01-23
2025-09-30	$229,852	13,248	+71.6%	Shares	Sole	2025-10-16
2025-06-30	$123,442	7,720	+1.3%	Shares	Sole	2025-07-17
2025-03-31	$126,415	7,620	0.0%	Shares	Sole	2025-04-18
2024-12-31	$126,720	7,620	—	Shares	Sole	2025-07-17
No filing history on record for this holder in this stock.