CFGW
BTO

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
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
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

Chancellor Financial Group WB's BTO Position: Q1 2026 in Review

Chancellor Financial Group WB increased its John Hancock Financial Opportunities Fund (BTO) stake by 0.67% in Q1 2026, buying an estimated $7.58K and bringing the position to 31,197 shares worth $1.12M. The position accounts for 0.79% of the portfolio, ranked #27.

Chancellor Financial Group WB first reported a position in BTO in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.2M in Q4 2024. 78 funds tracked by Wall St. Rank hold BTO as of Q1 2026.

  • Chancellor Financial Group WB held 31,197 shares of John Hancock Financial Opportunities Fund worth $1.12M as of Q1 2026.
  • Chancellor Financial Group WB bought 209 John Hancock Financial Opportunities Fund shares in Q1 2026, an estimated $7.58K.
  • John Hancock Financial Opportunities Fund made up 0.79% of Chancellor Financial Group WB's portfolio in Q1 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 6 quarters since.
  • Chancellor Financial Group WB's John Hancock Financial Opportunities Fund position peaked at $1.2M in Q4 2024.
  • 78 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2026.

Based on Chancellor Financial Group WB's 13F filing for Q1 2026, filed 14 May 2026.