Merit Financial Group, LLC
Position in HPI — John Hancock Preferred Income Fund
CIK 1621225
ALPHARETTA, GA
Position in HPI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$171,225
+$5,570 QoQ
Shares Held
10,563
+0.0% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#11
of 21 holders
Holding Since
Mar 2020
25 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, 2026Merit Financial Group, LLC holds $100,844,639 across 117 Asset Management names. HPI ranks #88 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
12,854 | $12,359,888 | |
| 2 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
441,028 | $10,033,386 | |
| 3 | ARCC |
Ares Capital Corp
|
406,876 | $7,539,411 | |
| 4 | BX |
Blackstone Inc.
|
56,500 | $6,648,349 | |
| 5 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
362,233 | $4,252,614 | |
| 6 | KKR |
KKR & Co. Inc.
|
34,227 | $3,141,350 | |
| 7 | AMP |
Ameriprise Financial Inc
|
6,529 | $2,995,239 | |
| 8 | BEN |
Franklin Resources Inc
|
81,520 | $2,712,167 |
All Filings in HPI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $171,225 | 10,563 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $165,655 | 10,558 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $191,819 | 11,848 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $196,731 | 11,339 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $179,439 | 11,222 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $186,106 | 11,218 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $174,881 | 10,516 | Shares | Sole | 2025-01-15 | |
| 2024-06-30 | $172,564 | 10,327 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $171,721 | 10,326 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $162,944 | 10,326 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $150,435 | 10,325 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $157,249 | 10,325 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $165,200 | 10,325 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $165,716 | 10,325 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $165,406 | 10,325 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $180,790 | 10,325 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $199,788 | 10,325 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $214,243 | 10,325 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $221,987 | 10,325 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $223,020 | 10,325 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $213,417 | 10,325 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $203,196 | 10,325 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $194,316 | 10,325 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $201,957 | 10,325 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $165,922 | 10,325 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||