Cornerstone Advisors’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Cornerstone Advisors’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	–	Sell	-56,349	Closed	-$2.03M	–	174
2025 Q3	$2.03M	Sell	56,349 -40,209	-42%	-$1.45M	0.07%	173
2025 Q2	$3.42M	Sell	96,558 -58,340	-38%	-$1.92M	0.12%	144
2025 Q1	$5.28M	Sell	154,898 -81,472	-34%	-$2.89M	0.23%	102
2024 Q4	$8.44M	Buy	236,370 +9,633	+4%	+$345K	0.34%	70
2024 Q3	$7.52M	Buy	226,737 +129,371	+133%	+$4.09M	0.3%	83
2024 Q2	$2.73M	Buy	+97,366	New	+$2.71M	0.11%	166
2019 Q1	–	Sell	-17,000	Closed	-$475K	–	201
2018 Q4	$475K	Buy	+17,000	New	+$571K	0.04%	203
2015 Q4	–	Sell	-41,016	Closed	-$1.04M	–	226
2015 Q3	$1.04M	Hold	41,016	–	–	0.24%	110
2015 Q2	$1.12M	Sell	41,016 -83,553	-67%	-$2.08M	0.25%	110
2015 Q1	$2.92M	Buy	124,569 +17,837	+17%	+$404K	0.6%	48
2014 Q4	$2.52M	Hold	106,732	–	–	0.5%	56
2014 Q3	$2.37M	Buy	106,732 +46,294	+77%	+$1.05M	0.46%	64
2014 Q2	$1.4M	Buy	60,438 +41,231	+215%	+$944K	0.28%	113
2014 Q1	$462K	Buy	+19,207	New	+$445K	0.11%	203

Other funds holding BTO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return

Cornerstone Advisors's BTO Position: Q4 2025 in Review

Cornerstone Advisors sold out of John Hancock Financial Opportunities Fund (BTO) in Q4 2025, closing a stake of 56,349 shares — an estimated $2.03M sold.

Cornerstone Advisors first reported a position in BTO in Q1 2014 and held it in 14 quarters. The position peaked at $8.44M in Q4 2024. 84 funds tracked by Wall St. Rank hold BTO as of Q4 2025.

Cornerstone Advisors reported no remaining John Hancock Financial Opportunities Fund position as of Q4 2025 after selling out during the quarter.
Cornerstone Advisors sold 56,349 John Hancock Financial Opportunities Fund shares in Q4 2025, an estimated $2.03M.
Cornerstone Advisors first reported a position in John Hancock Financial Opportunities Fund in Q1 2014 and held it in 14 quarters.
Cornerstone Advisors's John Hancock Financial Opportunities Fund position peaked at $8.44M in Q4 2024.
84 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q4 2025.

Based on Cornerstone Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.