LMKC
BTO

L.M. Kohn & Company’s John Hancock Financial Opportunities Fund BTO Stock Holding History

L.M. Kohn & Company’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
Q3 		– Sell
-12,857
Closed -$455K – 146
2025
Q2 		$455K Hold
12,857
– – 0.12% 148
2025
Q1 		$439K Buy
12,857
+550
+4% +$19.5K 0.11% 158
2024
Q4 		$439K Sell
12,307
-384
-3% -$13.8K 0.11% 148
2024
Q3 		$421K Buy
12,691
+425
+3% +$13.4K 0.11% 166
2024
Q2 		$344K Sell
12,266
-35
-0.3% -$973 0.09% 182
2024
Q1 		$364K Buy
12,301
+890
+8% +$26K 0.1% 179
2023
Q4 		$343K Buy
11,411
+2,070
+22% +$56.1K 0.11% 165
2023
Q3 		$245K Buy
9,341
+100
+1% +$2.77K 0.09% 198
2023
Q2 		$248K Buy
9,241
+492
+6% +$13.3K 0.09% 190
2023
Q1 		$267K Sell
8,749
-240
-3% -$8.2K 0.11% 178
2022
Q4 		$299K Buy
8,989
+701
+8% +$23.8K 0.14% 155
2022
Q3 		$262K Sell
8,288
-17
-0.2% -$618 0.13% 163
2022
Q2 		$309K Hold
8,305
– – 0.14% 162
2022
Q1 		$334K Buy
+8,305
New +$369K 0.13% 178

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

L.M. Kohn & Company's BTO Position: Q3 2025 in Review

L.M. Kohn & Company sold out of John Hancock Financial Opportunities Fund (BTO) in Q3 2025, closing a stake of 12,857 shares — an estimated $455K sold.

L.M. Kohn & Company first reported a position in BTO in Q1 2022 and held it in 14 quarters. The position peaked at $455K in Q2 2025. 76 funds tracked by Wall St. Rank hold BTO as of Q3 2025.

  • L.M. Kohn & Company reported no remaining John Hancock Financial Opportunities Fund position as of Q3 2025 after selling out during the quarter.
  • L.M. Kohn & Company sold 12,857 John Hancock Financial Opportunities Fund shares in Q3 2025, an estimated $455K.
  • L.M. Kohn & Company first reported a position in John Hancock Financial Opportunities Fund in Q1 2022 and held it in 14 quarters.
  • L.M. Kohn & Company's John Hancock Financial Opportunities Fund position peaked at $455K in Q2 2025.
  • 76 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.