BHWM
BTO

Beaird Harris Wealth Management’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Beaird Harris Wealth 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 		– Sell
-143
Closed -$5.13K – 713
2026
Q1 		$5.13K Buy
+143
New +$5.19K ﹤0.01% 409

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

Beaird Harris Wealth Management's BTO Position: Q2 2026 in Review

Beaird Harris Wealth Management sold out of John Hancock Financial Opportunities Fund (BTO) in Q2 2026, closing a stake of 143 shares — an estimated $5.13K sold.

Beaird Harris Wealth Management first reported a position in BTO in Q1 2026 and held it in 1 quarter. The position peaked at $5.13K in Q1 2026. 83 funds tracked by Wall St. Rank hold BTO as of Q2 2026.

  • Beaird Harris Wealth Management reported no remaining John Hancock Financial Opportunities Fund position as of Q2 2026 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 143 John Hancock Financial Opportunities Fund shares in Q2 2026, an estimated $5.13K.
  • Beaird Harris Wealth Management first reported a position in John Hancock Financial Opportunities Fund in Q1 2026 and held it in 1 quarter.
  • Beaird Harris Wealth Management's John Hancock Financial Opportunities Fund position peaked at $5.13K in Q1 2026.
  • 83 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.