Harbour Investments’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Harbour Investments’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 Q1	$4.48K	Hold	125	–	–	﹤0.01%	3631
2025 Q4	$4.38K	Hold	125	–	–	﹤0.01%	3063
2025 Q3	$4.5K	Hold	125	–	–	﹤0.01%	3026
2025 Q2	$4.43K	Hold	125	–	–	﹤0.01%	2925
2025 Q1	$4.26K	Hold	125	–	–	﹤0.01%	2876
2024 Q4	$4.46K	Hold	125	–	–	﹤0.01%	2770
2024 Q3	$4.14K	Hold	125	–	–	﹤0.01%	2690
2024 Q2	$3.5K	Hold	125	–	–	﹤0.01%	2644
2024 Q1	$3.7K	Hold	125	–	–	﹤0.01%	2602
2023 Q4	$3.76K	Hold	125	–	–	﹤0.01%	2517
2023 Q3	$3.28K	Hold	125	–	–	﹤0.01%	2413
2023 Q2	$3.35K	Hold	125	–	–	﹤0.01%	2402
2023 Q1	$3.82K	Buy	125 +100	+400%	+$3.42K	﹤0.01%	2379
2022 Q4	$833	Hold	25	–	–	﹤0.01%	2720
2022 Q3	$1K	Hold	25	–	–	﹤0.01%	2543
2022 Q2	$1K	Buy	+25	New	+$921	﹤0.01%	2543

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 $395M AUM

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

NSAM

North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return

Harbour Investments's BTO Position: Q1 2026 in Review

Harbour Investments held its John Hancock Financial Opportunities Fund (BTO) position steady in Q1 2026 at 125 shares worth $4.48K. The position accounts for ﹤0.01% of the portfolio, ranked #3631.

Harbour Investments first reported a position in BTO in Q2 2022 and has held it in 16 quarters since. The position peaked at $4.5K in Q3 2025. 78 funds tracked by Wall St. Rank hold BTO as of Q1 2026.

Harbour Investments held 125 shares of John Hancock Financial Opportunities Fund worth $4.48K as of Q1 2026.
Harbour Investments left its John Hancock Financial Opportunities Fund share count unchanged in Q1 2026.
John Hancock Financial Opportunities Fund made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #3631 holding.
Harbour Investments first reported a position in John Hancock Financial Opportunities Fund in Q2 2022 and has held it in 16 quarters since.
Harbour Investments's John Hancock Financial Opportunities Fund position peaked at $4.5K in Q3 2025.
78 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.