Eastern Bank’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Eastern Bank’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 Q3	$46.1K	Buy	1,284 +534	+71%	+$21.1K	﹤0.01%	648
2026 Q2	$29.6K	Hold	750	–	–	﹤0.01%	706
2026 Q1	$26.9K	Buy	750 +500	+200%	+$18.1K	﹤0.01%	675
2025 Q4	$8.77K	Hold	250	–	–	﹤0.01%	898
2025 Q3	$9K	Hold	250	–	–	﹤0.01%	842
2025 Q2	$8.86K	Hold	250	–	–	﹤0.01%	766
2025 Q1	$8.53K	Hold	250	–	–	﹤0.01%	802
2024 Q4	$8.92K	Hold	250	–	–	﹤0.01%	790
2024 Q3	$8.29K	Buy	+250	New	+$7.9K	﹤0.01%	780

Other funds holding BTO

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

AHL

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

MLA

MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Eastern Bank's BTO Position: Q3 2026 in Review

Eastern Bank increased its John Hancock Financial Opportunities Fund (BTO) stake by 71% in Q3 2026, buying an estimated $21.1K and bringing the position to 1,284 shares worth $46.1K. The position accounts for ﹤0.01% of the portfolio, ranked #648.

Eastern Bank first reported a position in BTO in Q3 2024 and has held it in 9 quarters since. 11 funds tracked by Wall St. Rank hold BTO as of Q3 2026.

Eastern Bank held 1,284 shares of John Hancock Financial Opportunities Fund worth $46.1K as of Q3 2026.
Eastern Bank bought 534 John Hancock Financial Opportunities Fund shares in Q3 2026, an estimated $21.1K.
John Hancock Financial Opportunities Fund made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #648 holding.
Eastern Bank first reported a position in John Hancock Financial Opportunities Fund in Q3 2024 and has held it in 9 quarters since.
11 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q3 2026.

Based on Eastern Bank's 13F filing for Q3 2026, filed 5 Oct 2026.