CIBC Private Wealth Group
BTO

CIBC Private Wealth Group’s John Hancock Financial Opportunities Fund BTO Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$10.5K Hold
300
– – ﹤0.01% 2405
2025
Q3 		$10.8K Hold
300
– – ﹤0.01% 2359
2025
Q2 		$10.6K Hold
300
– – ﹤0.01% 2236
2025
Q1 		$8.53K Sell
300
-941
-76% -$33.4K ﹤0.01% 2287
2024
Q4 		$43.3K Hold
1,241
– – ﹤0.01% 1728
2024
Q3 		$41.2K Buy
1,241
+941
+314% +$29.7K ﹤0.01% 1842
2024
Q2 		$8.37K Hold
300
– – ﹤0.01% 2350
2024
Q1 		$8.73K Buy
+300
New +$8.76K ﹤0.01% 2332

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
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

CIBC Private Wealth Group's BTO Position: Q4 2025 in Review

CIBC Private Wealth Group held its John Hancock Financial Opportunities Fund (BTO) position steady in Q4 2025 at 300 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2405.

CIBC Private Wealth Group first reported a position in BTO in Q1 2024 and has held it in 8 quarters since. The position peaked at $43.3K in Q4 2024. 84 funds tracked by Wall St. Rank hold BTO as of Q4 2025.

  • CIBC Private Wealth Group held 300 shares of John Hancock Financial Opportunities Fund worth $10.5K as of Q4 2025.
  • CIBC Private Wealth Group left its John Hancock Financial Opportunities Fund share count unchanged in Q4 2025.
  • John Hancock Financial Opportunities Fund made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2405 holding.
  • CIBC Private Wealth Group first reported a position in John Hancock Financial Opportunities Fund in Q1 2024 and has held it in 8 quarters since.
  • CIBC Private Wealth Group's John Hancock Financial Opportunities Fund position peaked at $43.3K in Q4 2024.
  • 84 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.