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

ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
GJWM
Gilliland Jeter Wealth Management Little Rock, Arkansas $382M AUM 34.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 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. 33 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.
  • 33 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.