Chancellor Financial Group WB’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Chancellor Financial Group WB’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	$1.24M	Buy	31,366 +169	+0.5%	+$6.27K	0.77%	27
2026 Q1	$1.12M	Buy	31,197 +209	+0.7%	+$7.58K	0.79%	27
2025 Q4	$1.09M	Buy	30,988 +118	+0.4%	+$4.08K	0.74%	27
2025 Q3	$1.11M	Buy	30,870 +193	+0.6%	+$6.98K	0.78%	27
2025 Q2	$1.09M	Buy	30,677 +157	+0.5%	+$5.17K	0.84%	25
2025 Q1	$1.04M	Sell	30,520 -3,109	-9%	-$110K	0.86%	25
2024 Q4	$1.2M	Buy	+33,629	New	+$1.21M	0.97%	22

Other funds holding BTO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Chancellor Financial Group WB's BTO Position: Q2 2026 in Review

Chancellor Financial Group WB increased its John Hancock Financial Opportunities Fund (BTO) stake by 0.54% in Q2 2026, buying an estimated $6.27K and bringing the position to 31,366 shares worth $1.24M. The position accounts for 0.77% of the portfolio, ranked #27.

Chancellor Financial Group WB first reported a position in BTO in Q4 2024 and has held it in 7 quarters since. 82 funds tracked by Wall St. Rank hold BTO as of Q2 2026.

Chancellor Financial Group WB held 31,366 shares of John Hancock Financial Opportunities Fund worth $1.24M as of Q2 2026.
Chancellor Financial Group WB bought 169 John Hancock Financial Opportunities Fund shares in Q2 2026, an estimated $6.27K.
John Hancock Financial Opportunities Fund made up 0.77% of Chancellor Financial Group WB's portfolio in Q2 2026, its #27 holding.
Chancellor Financial Group WB first reported a position in John Hancock Financial Opportunities Fund in Q4 2024 and has held it in 7 quarters since.
82 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2026.

Based on Chancellor Financial Group WB's 13F filing for Q2 2026, filed 10 Aug 2026.