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Equibles

Allworth Financial LP

Position in HPI — John Hancock Preferred Income Fund

CIK 1555170 FOLSOM, CA
Back to HPI Full portfolio

Position in HPI

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$70,237
+$2,645 QoQ
Shares Held
4,333
+0.6% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#46
of 65 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in HPI Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Allworth Financial LP holds $52,252,191 across 253 Asset Management names. HPI ranks #113 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BX
Blackstone Inc.
 35,067 $4,126,333
2 BLK
BlackRock, Inc.
 3,445 $3,312,574
3 EOI
Eaton Vance Enhanced Equity Income Fund
 88,002 $1,730,119
4 IVZ
Invesco Ltd.
 65,251 $1,721,973
5 AMP
Ameriprise Financial Inc
 3,349 $1,536,387
6 NAC
Nuveen California Quality Municipal Income Fund
 117,152 $1,419,882
7 TY
TRI-CONTINENTAL Corp
 41,186 $1,417,622
8 EXG
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
 130,473 $1,279,940

All Filings in HPI

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $70,237 4,333
2026-03-31 $67,592 4,308
2025-12-31 $69,341 4,283
2025-09-30 $108,611 6,260
2025-06-30 $67,749 4,237
2025-03-31 $24,934 1,503
2024-12-31 $24,645 1,482
2024-09-30 $17,964 948
2024-06-30 $15,506 928
2024-03-31 $15,083 907