Bank of America
BTO

Bank of America’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Bank of America’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 		$1.62M Buy
45,151
+1,311
+3% +$47.6K ﹤0.01% 4245
2025
Q4 		$1.54M Sell
43,840
-5,503
-11% -$190K ﹤0.01% 4263
2025
Q3 		$1.78M Buy
49,343
+7,998
+19% +$289K ﹤0.01% 4916
2025
Q2 		$1.46M Buy
41,345
+8,240
+25% +$271K ﹤0.01% 5018
2025
Q1 		$1.13M Sell
33,105
-3,260
-9% -$116K ﹤0.01% 5138
2024
Q4 		$1.3M Sell
36,365
-1,360
-4% -$48.8K ﹤0.01% 4807
2024
Q3 		$1.25M Buy
37,725
+1,850
+5% +$58.4K ﹤0.01% 4904
2024
Q2 		$1M Sell
35,875
-6,226
-15% -$173K ﹤0.01% 4905
2024
Q1 		$1.25M Sell
42,101
-1,574
-4% -$46K ﹤0.01% 4793
2023
Q4 		$1.31M Sell
43,675
-4,526
-9% -$123K ﹤0.01% 4777
2023
Q3 		$1.27M Buy
48,201
+3,648
+8% +$101K ﹤0.01% 4644
2023
Q2 		$1.19M Sell
44,553
-124,058
-74% -$3.35M ﹤0.01% 4636
2023
Q1 		$5.15M Sell
168,611
-12,808
-7% -$438K ﹤0.01% 3525
2022
Q4 		$6.04M Sell
181,419
-1,575
-0.9% -$53.4K ﹤0.01% 3225
2022
Q3 		$5.78M Sell
182,994
-4,708
-3% -$171K ﹤0.01% 3191
2022
Q2 		$6.97M Sell
187,702
-3,107
-2% -$114K ﹤0.01% 3044
2022
Q1 		$7.67M Buy
190,809
+3,346
+2% +$149K ﹤0.01% 3140
2021
Q4 		$8.73M Buy
187,463
+10,251
+6% +$450K ﹤0.01% 3069
2021
Q3 		$7.54M Buy
177,212
+4,269
+2% +$173K ﹤0.01% 3149
2021
Q2 		$6.49M Buy
172,943
+2,821
+2% +$112K ﹤0.01% 3281
2021
Q1 		$6.54M Buy
170,122
+1,248
+0.7% +$43.5K ﹤0.01% 3127
2020
Q4 		$5.13M Sell
168,874
-5,594
-3% -$147K ﹤0.01% 3103
2020
Q3 		$3.74M Sell
174,468
-1,129
-0.6% -$24.8K ﹤0.01% 3173
2020
Q2 		$4.03M Buy
175,597
+13,308
+8% +$287K ﹤0.01% 3033
2020
Q1 		$2.98M Buy
162,289
+41,724
+35% +$1.24M ﹤0.01% 3162
2019
Q4 		$4.38M Sell
120,565
-36,205
-23% -$1.24M ﹤0.01% 3363
2019
Q3 		$5.04M Sell
156,770
-39,829
-20% -$1.26M ﹤0.01% 3198
2019
Q2 		$6.33M Sell
196,599
-81,653
-29% -$2.66M ﹤0.01% 3004
2019
Q1 		$8.88M Buy
278,252
+25,329
+10% +$842K ﹤0.01% 2604
2018
Q4 		$7.06M Sell
252,923
-32,337
-11% -$1.09M ﹤0.01% 2644
2018
Q3 		$10.6M Sell
285,260
-5,088
-2% -$194K ﹤0.01% 2438
2018
Q2 		$10.8M Sell
290,348
-12,476
-4% -$484K ﹤0.01% 2377
2018
Q1 		$11.6M Buy
302,824
+11,752
+4% +$462K ﹤0.01% 2259
2017
Q4 		$11.4M Buy
291,072
+14,881
+5% +$556K ﹤0.01% 2317
2017
Q3 		$10.3M Buy
276,191
+25,417
+10% +$882K ﹤0.01% 2488
2017
Q2 		$9.04M Sell
250,774
-11,739
-4% -$409K ﹤0.01% 2475
2017
Q1 		$8.93M Sell
262,513
-12,015
-4% -$431K ﹤0.01% 2498
2016
Q4 		$9.96M Buy
274,528
+30,165
+12% +$952K ﹤0.01% 2320
2016
Q3 		$6.78M Buy
244,363
+20,302
+9% +$550K ﹤0.01% 2563
2016
Q2 		$5.75M Sell
224,061
-10,282
-4% -$260K ﹤0.01% 2693
2016
Q1 		$5.69M Buy
234,343
+7,839
+3% +$181K ﹤0.01% 2660
2015
Q4 		$6.35M Sell
226,504
-4,477
-2% -$122K ﹤0.01% 2703
2015
Q3 		$5.84M Buy
230,981
+23,103
+11% +$625K ﹤0.01% 2737
2015
Q2 		$5.65M Buy
207,878
+20,984
+11% +$523K ﹤0.01% 2469
2015
Q1 		$4.37M Sell
186,894
-8,515
-4% -$193K ﹤0.01% 2586
2014
Q4 		$4.6M Buy
195,409
+43,741
+29% +$996K ﹤0.01% 2627
2014
Q3 		$3.37M Sell
151,668
-15,779
-9% -$358K ﹤0.01% 2930
2014
Q2 		$3.87M Sell
167,447
-39,122
-19% -$895K ﹤0.01% 2781
2014
Q1 		$4.97M Sell
206,569
-70,729
-26% -$1.64M ﹤0.01% 2395
2013
Q4 		$6.53M Buy
277,298
+45,580
+20% +$1.02M ﹤0.01% 2235
2013
Q3 		$4.97M Buy
231,718
+157,140
+211% +$3.56M ﹤0.01% 2407
2013
Q2 		$1.59M Buy
+74,578
New +$1.56M ﹤0.01% 3479

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 $476M 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

Bank of America's BTO Position: Q1 2026 in Review

Bank of America increased its John Hancock Financial Opportunities Fund (BTO) stake by 3% in Q1 2026, buying an estimated $47.6K and bringing the position to 45,151 shares worth $1.62M. The position accounts for ﹤0.01% of the portfolio, ranked #4245.

Bank of America first reported a position in BTO in Q2 2013 and has held it in 52 quarters since. The position peaked at $11.6M in Q1 2018. 78 funds tracked by Wall St. Rank hold BTO as of Q1 2026.

  • Bank of America held 45,151 shares of John Hancock Financial Opportunities Fund worth $1.62M as of Q1 2026.
  • Bank of America bought 1,311 John Hancock Financial Opportunities Fund shares in Q1 2026, an estimated $47.6K.
  • John Hancock Financial Opportunities Fund made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #4245 holding.
  • Bank of America first reported a position in John Hancock Financial Opportunities Fund in Q2 2013 and has held it in 52 quarters since.
  • Bank of America's John Hancock Financial Opportunities Fund position peaked at $11.6M in Q1 2018.
  • 78 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.