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
Q2 		– Sell
-1,740
Closed -$62.4K – 2449
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 $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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

MAI Capital Management's BTO Position: Q2 2026 in Review

MAI Capital Management sold out of John Hancock Financial Opportunities Fund (BTO) in Q2 2026, closing a stake of 1,740 shares — an estimated $62.4K sold.

MAI Capital Management first reported a position in BTO in Q4 2024 and held it in 6 quarters. The position peaked at $62.6K in Q3 2025. 83 funds tracked by Wall St. Rank hold BTO as of Q2 2026.

  • MAI Capital Management reported no remaining John Hancock Financial Opportunities Fund position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 1,740 John Hancock Financial Opportunities Fund shares in Q2 2026, an estimated $62.4K.
  • MAI Capital Management first reported a position in John Hancock Financial Opportunities Fund in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's John Hancock Financial Opportunities Fund position peaked at $62.6K in Q3 2025.
  • 83 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.