Position in HPI
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,624,031
+$53,290 QoQ
Shares Held
100,187
+0.1% QoQ
Ownership
0.374%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#2
of 21 holders
Holding Since
Mar 2020
26 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, 2026Advisory Resource Group holds $2,538,679 across 2 Asset Management names. HPI ranks #1 (64.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HPI |
John Hancock Preferred Income Fund
This page
|
100,187 | $1,624,031 | |
| 2 | BX |
Blackstone Inc.
|
7,773 | $914,648 |
All Filings in HPI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,624,031 | 100,187 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,570,741 | 100,111 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,670,727 | 103,195 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,801,936 | 103,858 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,669,627 | 104,417 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,759,502 | 106,058 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,763,445 | 106,040 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,135,437 | 112,688 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $2,077,370 | 124,319 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $2,087,098 | 125,502 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $2,053,467 | 130,131 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,905,435 | 130,778 | Shares | Sole | 2023-12-05 | |
| 2023-06-30 | $1,998,769 | 131,239 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $2,089,584 | 130,599 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,109,291 | 131,420 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $2,158,727 | 134,752 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $2,352,661 | 134,361 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $2,601,897 | 134,465 | Shares | Sole | 2022-04-06 | |
| 2021-12-31 | $3,108,723 | 149,818 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $3,186,063 | 148,189 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $3,396,362 | 157,239 | Shares | Sole | 2021-08-19 | |
| 2021-03-31 | $3,345,976 | 161,876 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $3,180,524 | 161,612 | Shares | Sole | 2021-02-23 | |
| 2020-09-30 | $3,139,797 | 166,833 | Shares | Sole | 2020-12-09 | |
| 2020-06-30 | $3,617,876 | 184,963 | Shares | Sole | 2020-08-19 | |
| 2020-03-31 | $2,964,095 | 184,449 | Shares | Sole | 2020-05-27 | |
| No filing history on record for this holder in this stock. | ||||||