ACM
BTO

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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
FC
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

Alessandra Capital Management's BTO Position: Q2 2026 in Review

Alessandra Capital Management reduced its John Hancock Financial Opportunities Fund (BTO) stake by 0.33% in Q2 2026, selling an estimated $7.61K and leaving 61,315 shares worth $2.42M. The position accounts for 1.71% of the portfolio, ranked #14.

Alessandra Capital Management first reported a position in BTO in Q4 2025 and has held it in 3 quarters since. 82 funds tracked by Wall St. Rank hold BTO as of Q2 2026.

  • Alessandra Capital Management held 61,315 shares of John Hancock Financial Opportunities Fund worth $2.42M as of Q2 2026.
  • Alessandra Capital Management sold 205 John Hancock Financial Opportunities Fund shares in Q2 2026, an estimated $7.61K.
  • John Hancock Financial Opportunities Fund made up 1.71% of Alessandra Capital Management's portfolio in Q2 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 3 quarters since.
  • 82 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2026.

Based on Alessandra Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.