BEI
BTO

Benjamin Edwards Inc’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Benjamin Edwards Inc’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 		$541K Buy
13,723
+332
+2% +$12.3K ﹤0.01% 1029
2026
Q1 		$480K Hold
13,391
– – ﹤0.01% 1012
2025
Q4 		$470K Buy
13,391
+213
+2% +$7.37K 0.01% 969
2025
Q3 		$474K Buy
+13,178
New +$476K 0.01% 947

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

Benjamin Edwards Inc's BTO Position: Q2 2026 in Review

Benjamin Edwards Inc increased its John Hancock Financial Opportunities Fund (BTO) stake by 2.5% in Q2 2026, buying an estimated $12.3K and bringing the position to 13,723 shares worth $541K. The position accounts for ﹤0.01% of the portfolio, ranked #1029.

Benjamin Edwards Inc first reported a position in BTO in Q3 2025 and has held it in 4 quarters since. 83 funds tracked by Wall St. Rank hold BTO as of Q2 2026.

  • Benjamin Edwards Inc held 13,723 shares of John Hancock Financial Opportunities Fund worth $541K as of Q2 2026.
  • Benjamin Edwards Inc bought 332 John Hancock Financial Opportunities Fund shares in Q2 2026, an estimated $12.3K.
  • John Hancock Financial Opportunities Fund made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1029 holding.
  • Benjamin Edwards Inc first reported a position in John Hancock Financial Opportunities Fund in Q3 2025 and has held it in 4 quarters since.
  • 83 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.