NewEdge Advisors, LLC
Position in HPI — John Hancock Preferred Income Fund
CIK 1633516
NEW ORLEANS, LA
Position in HPI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$301,100
+$255,635 QoQ
Shares Held
18,575
+7.2% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#30
of 65 holders
Holding Since
Dec 2021
19 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, 2026NewEdge Advisors, LLC holds $346,664,669 across 298 Asset Management names. HPI ranks #177 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
73,695 | $70,862,164 | |
| 2 | BX |
Blackstone Inc.
|
93,282 | $10,976,492 | |
| 3 | PSUS |
Pershing Square USA, Ltd.
|
254,260 | $9,504,238 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
431,148 | $7,200,171 | |
| 5 | UTG |
Reaves Utility Income Fund
|
172,636 | $7,029,737 | |
| 6 | NAD |
Nuveen Quality Municipal Income Fund
|
486,357 | $5,894,646 | |
| 7 | IVZ |
Invesco Ltd.
|
222,541 | $5,872,856 | |
| 8 | KKR |
KKR & Co. Inc.
|
62,393 | $5,726,429 |
All Filings in HPI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $301,100 | 18,575 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $45,465 | 17,323 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $324,771 | 20,060 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $361,764 | 20,851 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $321,542 | 20,109 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $341,007 | 20,555 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $349,313 | 21,005 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $423,684 | 22,358 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $419,621 | 25,112 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $554,011 | 33,314 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $504,581 | 31,976 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $306,538 | 21,039 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $508,758 | 33,405 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $473,136 | 29,571 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $496,603 | 30,941 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $476,675 | 29,755 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $566,063 | 32,328 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $532,163 | 27,502 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $509,993 | 24,578 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||