AF
BTO

Allworth Financial’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Allworth Financial’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 		$161K Buy
4,501
+3
+0.1% +$109 ﹤0.01% 1528
2025
Q4 		$158K Buy
4,498
+2
+0% +$69 ﹤0.01% 1473
2025
Q3 		$162K Buy
4,496
+3
+0.1% +$108 ﹤0.01% 1410
2025
Q2 		$159K Buy
4,493
+1,102
+32% +$36.3K ﹤0.01% 1282
2025
Q1 		$109K Buy
3,391
+3
+0.1% +$106 ﹤0.01% 1185
2024
Q4 		$126K Buy
3,388
+2
+0.1% +$72 ﹤0.01% 1153
2024
Q3 		$112K Buy
3,386
+2
+0.1% +$63 ﹤0.01% 1035
2024
Q2 		$107K Buy
3,384
+3
+0.1% +$83 ﹤0.01% 1051
2024
Q1 		$100K Sell
3,381
-209
-6% -$6.1K ﹤0.01% 1024
2023
Q4 		$108K Buy
3,590
+217
+6% +$5.88K ﹤0.01% 913
2023
Q3 		$88.6K Hold
3,373
– – ﹤0.01% 924
2023
Q2 		$90.5K Buy
3,373
+61
+2% +$1.65K ﹤0.01% 929
2023
Q1 		$101K Buy
3,312
+52
+2% +$1.78K ﹤0.01% 855
2022
Q4 		$109K Sell
3,260
-252
-7% -$8.54K ﹤0.01% 794
2022
Q3 		$111K Sell
3,512
-456
-11% -$16.6K ﹤0.01% 737
2022
Q2 		$147K Buy
3,968
+597
+18% +$22K ﹤0.01% 624
2022
Q1 		$136K Buy
3,371
+1,031
+44% +$45.8K ﹤0.01% 643
2021
Q4 		$109K Buy
2,340
+27
+1% +$1.19K ﹤0.01% 663
2021
Q3 		$98K Buy
2,313
+28
+1% +$1.13K ﹤0.01% 620
2021
Q2 		$86K Buy
2,285
+2,185
+2,185% +$86.5K ﹤0.01% 500
2021
Q1 		$4K Hold
100
– – ﹤0.01% 1172
2020
Q4 		$3K Hold
100
– – ﹤0.01% 1068
2020
Q3 		$2K Hold
100
– – ﹤0.01% 970
2020
Q2 		$2K Hold
100
– – ﹤0.01% 992
2020
Q1 		$2K Buy
+100
New +$2.96K ﹤0.01% 1033

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FC
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

Allworth Financial's BTO Position: Q1 2026 in Review

Allworth Financial increased its John Hancock Financial Opportunities Fund (BTO) stake by 0.07% in Q1 2026, buying an estimated $109 and bringing the position to 4,501 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #1528.

Allworth Financial first reported a position in BTO in Q1 2020 and has held it in 25 quarters since. The position peaked at $162K in Q3 2025. 78 funds tracked by Wall St. Rank hold BTO as of Q1 2026.

  • Allworth Financial held 4,501 shares of John Hancock Financial Opportunities Fund worth $161K as of Q1 2026.
  • Allworth Financial bought 3 John Hancock Financial Opportunities Fund shares in Q1 2026, an estimated $109.
  • John Hancock Financial Opportunities Fund made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #1528 holding.
  • Allworth Financial first reported a position in John Hancock Financial Opportunities Fund in Q1 2020 and has held it in 25 quarters since.
  • Allworth Financial's John Hancock Financial Opportunities Fund position peaked at $162K in Q3 2025.
  • 78 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.