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Patriot Financial Group Insurance Agency, LLC → HTD
Patriot Financial Group Insurance Agency, LLC HTD Position History
John Hancock Tax-Advantaged Dividend Income Fund • Financial Services
Quarters held
4
Latest value
$5.9M
Q3 2026
Peak value
$9.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $5.1M |
| Q1 2026 | $9.6M |
| Q2 2026 | $6.2M |
| Q3 2026 | $5.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.9M | 82.9K | — | — |
| Q2 2026 | $6.2M | 83.2K | — | — |
| Q1 2026 | $9.6M | 143.3K | — | — |
| Q4 2025 | $5.1M | 77.6K | — | — |
Other funds holding HTD
$285.1M
$225.8M