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HALBERT HARGROVE GLOBAL ADVISORS, LLC → HPI
HALBERT HARGROVE GLOBAL ADVISORS, LLC HPI Position History
John Hancock Preferred Income Fund • Financial Services
Quarters held
4
Latest value
$147K
Q3 2026
Peak value
$214K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $214K |
| Q1 2026 | $208K |
| Q2 2026 | $212K |
| Q3 2026 | $147K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $147K | 10.5K | — | — |
| Q2 2026 | $212K | 13.1K | — | — |
| Q1 2026 | $208K | 13.2K | — | — |
| Q4 2025 | $214K | 13.2K | — | — |