Jones Financial Companies
BTO

Jones Financial Companies’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Jones Financial Companies’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
-22
Closed -$792 – 4429
2025
Q3 		$792 Buy
+22
New +$795 ﹤0.01% 3951
2025
Q1 		– Sell
-416
Closed -$14.8K – 3726
2024
Q4 		$14.8K Buy
+416
New +$14.9K ﹤0.01% 2367

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
FC
FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Jones Financial Companies's BTO Position: Q4 2025 in Review

Jones Financial Companies sold out of John Hancock Financial Opportunities Fund (BTO) in Q4 2025, closing a stake of 22 shares — an estimated $792 sold.

Jones Financial Companies first reported a position in BTO in Q4 2024 and held it in 2 quarters. The position peaked at $14.8K in Q4 2024. 84 funds tracked by Wall St. Rank hold BTO as of Q4 2025.

  • Jones Financial Companies reported no remaining John Hancock Financial Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • Jones Financial Companies sold 22 John Hancock Financial Opportunities Fund shares in Q4 2025, an estimated $792.
  • Jones Financial Companies first reported a position in John Hancock Financial Opportunities Fund in Q4 2024 and held it in 2 quarters.
  • Jones Financial Companies's John Hancock Financial Opportunities Fund position peaked at $14.8K in Q4 2024.
  • 84 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q4 2025.

Based on Jones Financial Companies's 13F filing for Q4 2025, filed 17 Feb 2026.