Larson Financial Group’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Larson Financial Group’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	$6.25K	Buy	+174	New	+$6.31K	﹤0.01%	2489

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

Larson Financial Group's BTO Position: Q1 2026 in Review

Larson Financial Group opened a new position in John Hancock Financial Opportunities Fund (BTO) in Q1 2026: 174 shares worth $6.25K. The stake represents ﹤0.01% of the portfolio and ranks #2489 among its holdings.

78 funds tracked by Wall St. Rank hold BTO as of Q1 2026.

Larson Financial Group held 174 shares of John Hancock Financial Opportunities Fund worth $6.25K as of Q1 2026.
John Hancock Financial Opportunities Fund was a new Larson Financial Group position in Q1 2026.
John Hancock Financial Opportunities Fund made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2489 holding.
78 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.