Almanack Investment Partners’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Almanack Investment Partners’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	$378K	Buy	+9,579	New	+$356K	0.05%	196

Other funds holding BTO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Almanack Investment Partners's BTO Position: Q2 2026 in Review

Almanack Investment Partners opened a new position in John Hancock Financial Opportunities Fund (BTO) in Q2 2026: 9,579 shares worth $378K. The stake represents 0.05% of the portfolio and ranks #196 among its holdings.

83 funds tracked by Wall St. Rank hold BTO as of Q2 2026.

Almanack Investment Partners held 9,579 shares of John Hancock Financial Opportunities Fund worth $378K as of Q2 2026.
John Hancock Financial Opportunities Fund was a new Almanack Investment Partners position in Q2 2026.
John Hancock Financial Opportunities Fund made up 0.05% of Almanack Investment Partners's portfolio in Q2 2026, its #196 holding.
83 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.