Kestra Advisory Services, LLC
Position in HPI — John Hancock Preferred Income Fund
CIK 1830819
AUSTIN, TX
Position in HPI
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$1,379,762
-$11,412 QoQ
Shares Held
87,939
+2.3% QoQ
Ownership
0.328%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Common Shares in HPI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Kestra Advisory Services, LLC holds $437,498,027 across 217 Asset Management names. HPI ranks #62 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
1,347,193 | $47,744,519 | |
| 2 | PSLV |
Sprott Physical Silver Trust
|
1,665,146 | $40,612,910 | |
| 3 | BX |
Blackstone Inc.
|
267,390 | $30,747,176 | |
| 4 | FHI |
Federated Hermes, Inc.
|
485,727 | $27,545,578 | |
| 5 | BLK |
BlackRock, Inc.
|
20,986 | $20,182,446 | |
| 6 | KKR |
KKR & Co. Inc.
|
130,447 | $12,066,347 | |
| 7 | CEF |
Sprott Physical Gold & Silver Trust
|
213,694 | $10,197,477 | |
| 8 | FSK |
FS KKR Capital Corp
|
780,656 | $7,947,078 |
All Filings in HPI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,379,762 | 87,939 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,391,174 | 85,928 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,690,098 | 97,412 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,712,177 | 107,078 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,792,897 | 108,071 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,649,496 | 99,188 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,231,381 | 117,751 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,976,876 | 118,305 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,862,659 | 112,006 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,705,549 | 108,083 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,618,100 | 111,057 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,692,037 | 111,099 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,534,272 | 95,892 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,803,971 | 112,397 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,948,784 | 121,647 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,641,593 | 150,862 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,088,716 | 107,944 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $2,420,653 | 116,658 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $2,875,281 | 133,734 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $2,636,280 | 122,050 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $2,562,046 | 123,950 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $4,440,732 | 225,647 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $2,249,234 | 119,513 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||