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 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 $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ZCP

Z3 Capital Partners Richmond, Virginia $395M AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

NSAM

North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return

Abel Hall LLC's BTO Position: Q1 2026 in Review

Abel Hall LLC held its John Hancock Financial Opportunities Fund (BTO) position steady in Q1 2026 at 8,000 shares worth $287K. The position accounts for 0.06% of the portfolio, ranked #434.

Abel Hall LLC first reported a position in BTO in Q4 2023 and has held it in 10 quarters since. The position peaked at $288K in Q3 2025. 78 funds tracked by Wall St. Rank hold BTO as of Q1 2026.

Abel Hall LLC held 8,000 shares of John Hancock Financial Opportunities Fund worth $287K as of Q1 2026.
Abel Hall LLC left its John Hancock Financial Opportunities Fund share count unchanged in Q1 2026.
John Hancock Financial Opportunities Fund made up 0.06% of Abel Hall LLC's portfolio in Q1 2026, its #434 holding.
Abel Hall LLC first reported a position in John Hancock Financial Opportunities Fund in Q4 2023 and has held it in 10 quarters since.
Abel Hall LLC's John Hancock Financial Opportunities Fund position peaked at $288K in Q3 2025.
78 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2026.

Based on Abel Hall LLC's 13F filing for Q1 2026, filed 28 Apr 2026.