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Equibles

Global Retirement Partners, LLC

Pension

Position in HPI — John Hancock Preferred Income Fund

CIK 1749744 San Rafael, CA
Back to HPI Full portfolio

Position in HPI

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$57,934
-$3,069 QoQ
Shares Held
3,574
-5.1% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#49
of 65 holders
Holding Since
Dec 2023
9 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

Global Retirement Partners, LLC holds $52,209,770 across 225 Asset Management names. HPI ranks #123 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BX
Blackstone Inc.
 44,901 $5,283,500
2 BLK
BlackRock, Inc.
 5,488 $5,277,041
3 BXSL
Blackstone Secured Lending Fund
 103,935 $2,464,298
4 CII
BlackRock Enhanced Large Cap Core Fund, Inc.
 64,990 $1,699,488
5 STT
State Street Corp
 9,882 $1,675,987
6 APO
Apollo Global Management, Inc.
 12,053 $1,425,990
7 ARCC
Ares Capital Corp
 75,075 $1,391,139
8 OTF
Blue Owl Technology Finance Corp.
 121,264 $1,255,082

All Filings in HPI

Export CSV
9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $57,934 3,574
2025-12-31 $61,003 3,768
2025-09-30 $70,250 4,049
2025-06-30 $64,743 4,049
2024-12-31 $636,363 38,266
2024-09-30 $1,737,241 91,675
2024-06-30 $1,564,724 93,640
2024-03-31 $53,681 3,228
2023-12-31 $27,141 1,720