Strategic Wealth Partners, Ltd.
Position in HPI — John Hancock Preferred Income Fund
CIK 1720777
INDEPENDENCE, OH
Position in HPI
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$12,944
-$412 QoQ
Shares Held
825
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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 Mar 31, 2026Strategic Wealth Partners, Ltd. holds $50,689,131 across 68 Asset Management names. HPI ranks #39 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
127,915 | $14,708,945 | |
| 2 | BLK |
BlackRock, Inc.
|
11,578 | $11,134,678 | |
| 3 | OWL |
Blue Owl Capital Inc.
|
412,800 | $3,768,864 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
80,533 | $3,259,170 | |
| 5 | DSU |
Blackrock Debt Strategies Fund, Inc.
|
329,048 | $3,155,570 | |
| 6 | PTY |
Pimco Corporate & Income Opportunity Fund
|
198,061 | $2,388,615 | |
| 7 | OBDC |
Blue Owl Capital Corp
|
211,335 | $2,337,365 | |
| 8 | DSL |
DoubleLine Income Solutions Fund
|
197,329 | $2,137,073 |
All Filings in HPI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,944 | 825 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $13,356 | 825 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $14,313 | 825 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $13,191 | 825 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||