Focus Partners Wealth
BTO

Focus Partners Wealth’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Focus Partners Wealth’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 		$392K Buy
9,941
+471
+5% +$17.5K ﹤0.01% 2107
2026
Q1 		$340K Sell
9,470
-532
-5% -$19.3K ﹤0.01% 2123
2025
Q4 		$351K Buy
10,002
+4,237
+73% +$147K ﹤0.01% 2139
2025
Q3 		$207K Sell
5,765
-215
-4% -$7.77K ﹤0.01% 2039
2025
Q2 		$212K Sell
5,980
-51
-0.8% -$1.68K ﹤0.01% 1840
2025
Q1 		$206K Buy
6,031
+89
+1% +$3.16K ﹤0.01% 1740
2024
Q4 		$212K Buy
+5,942
New +$213K ﹤0.01% 1705

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
FC
FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.54B AUM 17.62% 1-Year Est. Return

Focus Partners Wealth's BTO Position: Q2 2026 in Review

Focus Partners Wealth increased its John Hancock Financial Opportunities Fund (BTO) stake by 5% in Q2 2026, buying an estimated $17.5K and bringing the position to 9,941 shares worth $392K. The position accounts for ﹤0.01% of the portfolio, ranked #2107.

Focus Partners Wealth first reported a position in BTO in Q4 2024 and has held it in 7 quarters since. 83 funds tracked by Wall St. Rank hold BTO as of Q2 2026.

  • Focus Partners Wealth held 9,941 shares of John Hancock Financial Opportunities Fund worth $392K as of Q2 2026.
  • Focus Partners Wealth bought 471 John Hancock Financial Opportunities Fund shares in Q2 2026, an estimated $17.5K.
  • John Hancock Financial Opportunities Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2107 holding.
  • Focus Partners Wealth first reported a position in John Hancock Financial Opportunities Fund in Q4 2024 and has held it in 7 quarters since.
  • 83 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.