MCM
BTO

MAI Capital Management’s John Hancock Financial Opportunities Fund BTO Stock Holding History

MAI Capital Management’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 		$62.4K Hold
1,740
– – ﹤0.01% 2098
2025
Q4 		$61K Hold
1,740
– – ﹤0.01% 1900
2025
Q3 		$62.6K Hold
1,740
– – ﹤0.01% 1808
2025
Q2 		$61.6K Hold
1,740
– – ﹤0.01% 1743
2025
Q1 		$59.4K Hold
1,740
– – ﹤0.01% 1658
2024
Q4 		$62.1K Buy
+1,740
New +$62.4K ﹤0.01% 1658

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 $395M 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

MAI Capital Management's BTO Position: Q1 2026 in Review

MAI Capital Management held its John Hancock Financial Opportunities Fund (BTO) position steady in Q1 2026 at 1,740 shares worth $62.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2098.

MAI Capital Management first reported a position in BTO in Q4 2024 and has held it in 6 quarters since. The position peaked at $62.6K in Q3 2025. 78 funds tracked by Wall St. Rank hold BTO as of Q1 2026.

  • MAI Capital Management held 1,740 shares of John Hancock Financial Opportunities Fund worth $62.4K as of Q1 2026.
  • MAI Capital Management left its John Hancock Financial Opportunities Fund share count unchanged in Q1 2026.
  • John Hancock Financial Opportunities Fund made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #2098 holding.
  • MAI Capital Management first reported a position in John Hancock Financial Opportunities Fund in Q4 2024 and has held it in 6 quarters since.
  • MAI Capital Management's John Hancock Financial Opportunities Fund position peaked at $62.6K in Q3 2025.
  • 78 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2026.

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