Alessandra Capital Management
BTO icon

Alessandra Capital Management’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Alessandra Capital Management’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
Q3 		$2.21M Buy
61,586
+271
+0.4% +$10.7K 1.55% 14
2026
Q2 		$2.42M Sell
61,315
-205
-0.3% -$7.61K 1.71% 14
2026
Q1 		$2.21M Buy
61,520
+2,238
+4% +$81.2K 1.88% 12
2025
Q4 		$2.08M Buy
+59,282
New +$2.05M 1.85% 13

Other funds holding BTO

Z3 Capital Partners
Z3 Capital Partners Richmond, Virginia $482M AUM 40.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
FCA Corp
FCA Corp Houston, Texas $409M AUM 16.43% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
City of London Investment Management
City of London Investment Management London, United Kingdom $1.47B AUM 36.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Gilliland Jeter Wealth Management
Gilliland Jeter Wealth Management Little Rock, Arkansas $395M AUM 28.33% 1-Year Est. Return

Alessandra Capital Management's BTO Position: Q3 2026 in Review

Alessandra Capital Management increased its John Hancock Financial Opportunities Fund (BTO) stake by 0.44% in Q3 2026, buying an estimated $10.7K and bringing the position to 61,586 shares worth $2.21M. The position accounts for 1.55% of the portfolio, ranked #14.

Alessandra Capital Management first reported a position in BTO in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.42M in Q2 2026. 60 funds tracked by Wall St. Rank hold BTO as of Q3 2026.

  • Alessandra Capital Management held 61,586 shares of John Hancock Financial Opportunities Fund worth $2.21M as of Q3 2026.
  • Alessandra Capital Management bought 271 John Hancock Financial Opportunities Fund shares in Q3 2026, an estimated $10.7K.
  • John Hancock Financial Opportunities Fund made up 1.55% of Alessandra Capital Management's portfolio in Q3 2026, its #14 holding.
  • Alessandra Capital Management first reported a position in John Hancock Financial Opportunities Fund in Q4 2025 and has held it in 4 quarters since.
  • Alessandra Capital Management's John Hancock Financial Opportunities Fund position peaked at $2.42M in Q2 2026.
  • 60 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q3 2026.

Based on Alessandra Capital Management's 13F filing for Q3 2026, filed 30 Oct 2026.