BTI
BTO

Blue Trust Inc’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Blue Trust 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
Q1 		– Sell
-18
Closed -$631 – 2538
2025
Q4 		$631 Sell
18
-10
-36% -$346 ﹤0.01% 2357
2025
Q3 		$1.01K Sell
28
-972
-97% -$35.1K ﹤0.01% 2321
2025
Q2 		$35.4K Buy
+1,000
New +$32.9K ﹤0.01% 1537

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

Blue Trust Inc's BTO Position: Q1 2026 in Review

Blue Trust Inc sold out of John Hancock Financial Opportunities Fund (BTO) in Q1 2026, closing a stake of 18 shares — an estimated $631 sold.

Blue Trust Inc first reported a position in BTO in Q2 2025 and held it in 3 quarters. The position peaked at $35.4K in Q2 2025. 78 funds tracked by Wall St. Rank hold BTO as of Q1 2026.

  • Blue Trust Inc reported no remaining John Hancock Financial Opportunities Fund position as of Q1 2026 after selling out during the quarter.
  • Blue Trust Inc sold 18 John Hancock Financial Opportunities Fund shares in Q1 2026, an estimated $631.
  • Blue Trust Inc first reported a position in John Hancock Financial Opportunities Fund in Q2 2025 and held it in 3 quarters.
  • Blue Trust Inc's John Hancock Financial Opportunities Fund position peaked at $35.4K in Q2 2025.
  • 78 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.