Norris Financial Group, LLC
Position in HPI — John Hancock Preferred Income Fund
CIK 2129318
GREENVILLE, SC
Position in HPI
as of Mar 31, 2026
· filed May 20, 2026
Position Value
$323,214
+$62,555 QoQ
Shares Held
20,600
+28.0% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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 Mar 31, 2026Norris Financial Group, LLC holds $528,654 across 2 Asset Management names. HPI ranks #1 (61.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HPI |
John Hancock Preferred Income Fund
This page
|
20,600 | $323,214 | |
| 2 | CSQ |
Calamos Strategic Total Return Fund
|
12,000 | $205,440 |
All Filings in HPI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $323,214 | 20,600 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $260,659 | 16,100 | Shares | Sole | 2026-05-20 | |
| 2025-09-30 | $279,335 | 16,100 | Shares | Sole | 2026-05-20 | |
| 2025-06-30 | $257,439 | 16,100 | Shares | Sole | 2026-05-20 | |
| 2025-03-31 | $275,394 | 16,600 | Shares | Sole | 2026-05-20 | |
| No filing history on record for this holder in this stock. | ||||||