LSC
BTO

Logan Stone Capital’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Logan Stone Capital’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 		– Sell
-12,670
Closed -$444K – 139
2025
Q4 		$444K Buy
+12,670
New +$439K 0.11% 99

Other funds holding BTO

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Wells Fargo
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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

Logan Stone Capital's BTO Position: Q1 2026 in Review

Logan Stone Capital sold out of John Hancock Financial Opportunities Fund (BTO) in Q1 2026, closing a stake of 12,670 shares — an estimated $444K sold.

Logan Stone Capital first reported a position in BTO in Q4 2025 and held it in 1 quarter. The position peaked at $444K in Q4 2025. 78 funds tracked by Wall St. Rank hold BTO as of Q1 2026.

  • Logan Stone Capital reported no remaining John Hancock Financial Opportunities Fund position as of Q1 2026 after selling out during the quarter.
  • Logan Stone Capital sold 12,670 John Hancock Financial Opportunities Fund shares in Q1 2026, an estimated $444K.
  • Logan Stone Capital first reported a position in John Hancock Financial Opportunities Fund in Q4 2025 and held it in 1 quarter.
  • Logan Stone Capital's John Hancock Financial Opportunities Fund position peaked at $444K in Q4 2025.
  • 78 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2026.

Based on Logan Stone Capital's 13F filing for Q1 2026, filed 15 May 2026.