City of London Investment Management’s John Hancock Financial Opportunities Fund BTO Stock Holding History

City of London Investment Management’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	$1.62M	Buy	41,092 +10,767	+36%	+$400K	0.1%	58
2026 Q1	$1.09M	Buy	30,325 +22,787	+302%	+$827K	0.08%	64
2025 Q4	$264K	Buy	+7,538	New	+$261K	0.02%	82
2020 Q2	–	Sell	-50,634	Closed	-$935K	–	137
2020 Q1	$935K	Buy	50,634 +23,953	+90%	+$710K	0.09%	80
2019 Q4	$967K	Buy	26,681 +1,545	+6%	+$52.8K	0.07%	75
2019 Q3	$808K	Buy	25,136 +8,600	+52%	+$273K	0.06%	92
2019 Q2	$532K	Buy	16,536 +4,478	+37%	+$146K	0.04%	115
2019 Q1	$384K	Sell	12,058 -6,289	-34%	-$209K	0.03%	132
2018 Q4	$512K	Buy	18,347 +2,646	+17%	+$88.8K	0.04%	112
2018 Q3	$579K	Buy	+15,701	New	+$600K	0.04%	97
2015 Q2	–	Sell	-51,986	Closed	-$1.22M	–	122
2015 Q1	$1.22M	Buy	51,986 +12,625	+32%	+$286K	0.09%	73
2014 Q4	$927K	Buy	39,361 +14,474	+58%	+$330K	0.07%	80
2014 Q3	$552K	Buy	+24,887	New	+$564K	0.04%	77

Other funds holding BTO

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

ACM

Alessandra Capital Management Torrance, California $141M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

GJWM

Gilliland Jeter Wealth Management Little Rock, Arkansas $382M AUM 34.01% 1-Year Est. Return

CFGW

Chancellor Financial Group WB Wilkes-Barre, Pennsylvania $162M AUM 29.1% 1-Year Est. Return

Advisory Advocates Grand Rapids, Michigan $117M AUM

City of London Investment Management's BTO Position: Q2 2026 in Review

City of London Investment Management increased its John Hancock Financial Opportunities Fund (BTO) stake by 36% in Q2 2026, buying an estimated $400K and bringing the position to 41,092 shares worth $1.62M. The position accounts for 0.1% of the portfolio, ranked #58.

City of London Investment Management first reported a position in BTO in Q3 2014 and has held it in 13 quarters since. 59 funds tracked by Wall St. Rank hold BTO as of Q2 2026.

City of London Investment Management held 41,092 shares of John Hancock Financial Opportunities Fund worth $1.62M as of Q2 2026.
City of London Investment Management bought 10,767 John Hancock Financial Opportunities Fund shares in Q2 2026, an estimated $400K.
John Hancock Financial Opportunities Fund made up 0.1% of City of London Investment Management's portfolio in Q2 2026, its #58 holding.
City of London Investment Management first reported a position in John Hancock Financial Opportunities Fund in Q3 2014 and has held it in 13 quarters since.
59 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2026.

Based on City of London Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.