EB
BTO

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
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 		$8.99K 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

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Eastern Bank's BTO Position: Q2 2026 in Review

Eastern Bank held its John Hancock Financial Opportunities Fund (BTO) position steady in Q2 2026 at 750 shares worth $29.6K. The position accounts for ﹤0.01% of the portfolio, ranked #706.

Eastern Bank first reported a position in BTO in Q3 2024 and has held it in 8 quarters since. 9 funds tracked by Wall St. Rank hold BTO as of Q2 2026.

  • Eastern Bank held 750 shares of John Hancock Financial Opportunities Fund worth $29.6K as of Q2 2026.
  • Eastern Bank left its John Hancock Financial Opportunities Fund share count unchanged in Q2 2026.
  • John Hancock Financial Opportunities Fund made up ﹤0.01% of Eastern Bank's portfolio in Q2 2026, its #706 holding.
  • Eastern Bank first reported a position in John Hancock Financial Opportunities Fund in Q3 2024 and has held it in 8 quarters since.
  • 9 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2026.

Based on Eastern Bank's 13F filing for Q2 2026, filed 1 Jul 2026.