LPL Financial
BTO

LPL Financial’s John Hancock Financial Opportunities Fund BTO Stock Holding History

LPL Financial’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 		$4.59M Sell
127,880
-1,905
-1% -$69.1K ﹤0.01% 2702
2025
Q4 		$4.55M Sell
129,785
-10,712
-8% -$371K ﹤0.01% 2610
2025
Q3 		$5.06M Sell
140,497
-62,814
-31% -$2.27M ﹤0.01% 2450
2025
Q2 		$7.2M Sell
203,311
-6,981
-3% -$230K ﹤0.01% 2011
2025
Q1 		$7.17M Buy
210,292
+24,519
+13% +$870K ﹤0.01% 1853
2024
Q4 		$6.63M Buy
185,773
+74,403
+67% +$2.67M ﹤0.01% 1835
2024
Q3 		$3.69M Buy
111,370
+22,488
+25% +$710K ﹤0.01% 2219
2024
Q2 		$2.49M Buy
88,882
+5,958
+7% +$166K ﹤0.01% 2410
2024
Q1 		$2.45M Buy
82,924
+4,105
+5% +$120K ﹤0.01% 2364
2023
Q4 		$2.37M Buy
78,819
+6,386
+9% +$173K ﹤0.01% 2273
2023
Q3 		$1.9M Buy
72,433
+7,449
+11% +$207K ﹤0.01% 2324
2023
Q2 		$1.74M Buy
64,984
+12,858
+25% +$347K ﹤0.01% 2364
2023
Q1 		$1.59M Buy
52,126
+2,668
+5% +$91.2K ﹤0.01% 2341
2022
Q4 		$1.65M Buy
49,458
+167
+0.3% +$5.66K ﹤0.01% 2231
2022
Q3 		$1.56M Buy
49,291
+2,328
+5% +$84.6K ﹤0.01% 2173
2022
Q2 		$1.74M Sell
46,963
-38,139
-45% -$1.41M ﹤0.01% 2132
2022
Q1 		$3.42M Buy
85,102
+42,617
+100% +$1.89M ﹤0.01% 1666
2021
Q4 		$1.98M Buy
42,485
+636
+2% +$27.9K ﹤0.01% 2095
2021
Q3 		$1.78M Sell
41,849
-3,200
-7% -$129K ﹤0.01% 2144
2021
Q2 		$1.69M Sell
45,049
-275
-0.6% -$10.9K ﹤0.01% 2112
2021
Q1 		$1.74M Sell
45,324
-1,716
-4% -$59.9K ﹤0.01% 1944
2020
Q4 		$1.43M Sell
47,040
-3,510
-7% -$92K ﹤0.01% 1917
2020
Q3 		$1.08M Buy
50,550
+2,839
+6% +$62.3K ﹤0.01% 1891
2020
Q2 		$1.09M Buy
47,711
+5,122
+12% +$110K ﹤0.01% 1753
2020
Q1 		$781K Sell
42,589
-3,173
-7% -$94.1K ﹤0.01% 1787
2019
Q4 		$1.66M Buy
45,762
+2,466
+6% +$84.2K ﹤0.01% 1481
2019
Q3 		$1.39M Buy
43,296
+1,320
+3% +$41.8K ﹤0.01% 1506
2019
Q2 		$1.35M Buy
41,976
+739
+2% +$24K ﹤0.01% 1512
2019
Q1 		$1.31M Sell
41,237
-6,682
-14% -$222K ﹤0.01% 1466
2018
Q4 		$1.34M Buy
47,919
+23,021
+92% +$773K ﹤0.01% 1322
2018
Q3 		$921K Buy
24,898
+7,270
+41% +$278K ﹤0.01% 1724
2018
Q2 		$656K Sell
17,628
-59
-0.3% -$2.29K ﹤0.01% 1958
2018
Q1 		$678K Buy
17,687
+1,997
+13% +$78.6K ﹤0.01% 1889
2017
Q4 		$617K Buy
15,690
+3,621
+30% +$135K ﹤0.01% 1876
2017
Q3 		$450K Buy
12,069
+817
+7% +$28.4K ﹤0.01% 2026
2017
Q2 		$405K Sell
11,252
-14,489
-56% -$505K ﹤0.01% 2043
2017
Q1 		$873K Sell
25,741
-13,307
-34% -$478K 0.01% 1348
2016
Q4 		$1.41M Sell
39,048
-2,978
-7% -$94K 0.01% 1000
2016
Q3 		$1.15M Buy
42,026
+19,186
+84% +$520K 0.01% 1089
2016
Q2 		$576K Sell
22,840
-21,273
-48% -$537K ﹤0.01% 1552
2016
Q1 		$1.05M Buy
44,113
+4,744
+12% +$110K ﹤0.01% 1632
2015
Q4 		$1.08M Buy
39,369
+17,752
+82% +$483K ﹤0.01% 1622
2015
Q3 		$534K Sell
21,617
-14,214
-40% -$384K ﹤0.01% 1732
2015
Q2 		$981K Buy
35,831
+476
+1% +$11.9K 0.01% 1379
2015
Q1 		$826K Buy
35,355
+7,780
+28% +$176K ﹤0.01% 1497
2014
Q4 		$650K Buy
27,575
+1,481
+6% +$33.7K ﹤0.01% 1593
2014
Q3 		$573K Buy
26,094
+4,317
+20% +$97.9K ﹤0.01% 1676
2014
Q2 		$504K Buy
21,777
+1,786
+9% +$40.9K ﹤0.01% 1795
2014
Q1 		$481K Sell
19,991
-2,474
-11% -$57.3K ﹤0.01% 1769
2013
Q4 		$529K Buy
22,465
+1,471
+7% +$32.9K ﹤0.01% 1691
2013
Q3 		$453K Buy
20,994
+1,168
+6% +$26.4K ﹤0.01% 1724
2013
Q2 		$424K Buy
+19,826
New +$415K ﹤0.01% 1676

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
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FC
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
ACM
Alessandra Capital Management Torrance, California $141M AUM

LPL Financial's BTO Position: Q1 2026 in Review

LPL Financial reduced its John Hancock Financial Opportunities Fund (BTO) stake by 1.5% in Q1 2026, selling an estimated $69.1K and leaving 127,880 shares worth $4.59M. The position accounts for ﹤0.01% of the portfolio, ranked #2702.

LPL Financial first reported a position in BTO in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.2M in Q2 2025. 78 funds tracked by Wall St. Rank hold BTO as of Q1 2026.

  • LPL Financial held 127,880 shares of John Hancock Financial Opportunities Fund worth $4.59M as of Q1 2026.
  • LPL Financial sold 1,905 John Hancock Financial Opportunities Fund shares in Q1 2026, an estimated $69.1K.
  • John Hancock Financial Opportunities Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2702 holding.
  • LPL Financial first reported a position in John Hancock Financial Opportunities Fund in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's John Hancock Financial Opportunities Fund position peaked at $7.2M in Q2 2025.
  • 78 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.