CF
BTO

Centaurus Financial’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Centaurus Financial’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 		$105K Buy
2,921
+53
+2% +$1.92K 0.01% 1008
2025
Q4 		$101K Buy
2,868
+38
+1% +$1.31K ﹤0.01% 1027
2025
Q3 		$102K Buy
+2,830
New +$102K ﹤0.01% 1020
2022
Q1 		– Sell
-2,418
Closed -$113K – 902
2021
Q4 		$113K Buy
2,418
+53
+2% +$2.33K 0.01% 858
2021
Q3 		$101K Buy
+2,365
New +$95.6K 0.01% 865

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

Centaurus Financial's BTO Position: Q1 2026 in Review

Centaurus Financial increased its John Hancock Financial Opportunities Fund (BTO) stake by 1.8% in Q1 2026, buying an estimated $1.92K and bringing the position to 2,921 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #1008.

Centaurus Financial first reported a position in BTO in Q3 2021 and has held it in 5 quarters since. The position peaked at $113K in Q4 2021. 78 funds tracked by Wall St. Rank hold BTO as of Q1 2026.

  • Centaurus Financial held 2,921 shares of John Hancock Financial Opportunities Fund worth $105K as of Q1 2026.
  • Centaurus Financial bought 53 John Hancock Financial Opportunities Fund shares in Q1 2026, an estimated $1.92K.
  • John Hancock Financial Opportunities Fund made up 0.01% of Centaurus Financial's portfolio in Q1 2026, its #1008 holding.
  • Centaurus Financial first reported a position in John Hancock Financial Opportunities Fund in Q3 2021 and has held it in 5 quarters since.
  • Centaurus Financial's John Hancock Financial Opportunities Fund position peaked at $113K in Q4 2021.
  • 78 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.