Birchwood Financial Partners, Inc.
Position in HPI — John Hancock Preferred Income Fund
CIK 2110062
BLOOMINGTON, MN
Position in HPI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$76,251
+$4,093 QoQ
Shares Held
4,704
+2.3% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#45
of 65 holders
Holding Since
Dec 2025
3 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, 2026Birchwood Financial Partners, Inc. holds $1,044,336 across 6 Asset Management names. HPI ranks #5 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
12,528 | $533,567 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
5,957 | $179,722 | |
| 3 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
3,685 | $102,000 | |
| 4 | BAM |
Brookfield Asset Management Ltd.
|
2,102 | $94,274 | |
| 5 | HPI |
John Hancock Preferred Income Fund
This page
|
4,704 | $76,251 | |
| 6 | GAM |
General American Investors Co Inc
|
918 | $58,522 |
All Filings in HPI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $76,251 | 4,704 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $72,158 | 4,599 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $72,757 | 4,494 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||