Abel Hall LLC’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Abel Hall LLC’s Portfolio BTO Stock Details BTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$315K	Hold	8,000	–	–	0.05%	454
2026 Q1	$287K	Hold	8,000	–	–	0.06%	434
2025 Q4	$281K	Hold	8,000	–	–	0.07%	365
2025 Q3	$288K	Hold	8,000	–	–	0.12%	188
2025 Q2	$283K	Hold	8,000	–	–	0.13%	173
2025 Q1	$273K	Hold	8,000	–	–	0.16%	116
2024 Q4	$286K	Hold	8,000	–	–	0.18%	94
2024 Q3	$265K	Hold	8,000	–	–	0.17%	104
2024 Q2	$224K	Hold	8,000	–	–	0.16%	110
2024 Q1	$237K	Hold	8,000	–	–	0.18%	102
2023 Q4	$241K	Buy	+8,000	New	+$217K	0.21%	89

Other funds holding BTO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return

NSAM

North Star Asset Management Neenah, Wisconsin $2.54B AUM 17.62% 1-Year Est. Return

Abel Hall LLC's BTO Position: Q2 2026 in Review

Abel Hall LLC held its John Hancock Financial Opportunities Fund (BTO) position steady in Q2 2026 at 8,000 shares worth $315K. The position accounts for 0.05% of the portfolio, ranked #454.

Abel Hall LLC first reported a position in BTO in Q4 2023 and has held it in 11 quarters since. 83 funds tracked by Wall St. Rank hold BTO as of Q2 2026.

Abel Hall LLC held 8,000 shares of John Hancock Financial Opportunities Fund worth $315K as of Q2 2026.
Abel Hall LLC left its John Hancock Financial Opportunities Fund share count unchanged in Q2 2026.
John Hancock Financial Opportunities Fund made up 0.05% of Abel Hall LLC's portfolio in Q2 2026, its #454 holding.
Abel Hall LLC first reported a position in John Hancock Financial Opportunities Fund in Q4 2023 and has held it in 11 quarters since.
83 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2026.

Based on Abel Hall LLC's 13F filing for Q2 2026, filed 24 Jul 2026.