Mariner
BTO

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

Mariner’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 		$503K Sell
14,030
-13,735
-49% -$498K ﹤0.01% 2486
2025
Q4 		$974K Buy
27,765
+8,643
+45% +$299K ﹤0.01% 1966
2025
Q3 		$688K Buy
19,122
+138
+0.7% +$4.99K ﹤0.01% 2185
2025
Q2 		$672K Buy
18,984
+503
+3% +$16.6K ﹤0.01% 2095
2025
Q1 		$630K Sell
18,481
-1,348
-7% -$47.8K ﹤0.01% 2013
2024
Q4 		$708K Buy
19,829
+1,614
+9% +$57.9K ﹤0.01% 1897
2024
Q3 		$604K Buy
18,215
+639
+4% +$20.2K ﹤0.01% 1987
2024
Q2 		$492K Buy
17,576
+3,216
+22% +$89.4K ﹤0.01% 2062
2024
Q1 		$425K Buy
14,360
+309
+2% +$9.03K ﹤0.01% 2160
2023
Q4 		$423K Buy
14,051
+5,341
+61% +$145K ﹤0.01% 2059
2023
Q3 		$229K Buy
8,710
+135
+2% +$3.75K ﹤0.01% 2397
2023
Q2 		$230K Sell
8,575
-1,169
-12% -$31.6K ﹤0.01% 2348
2023
Q1 		$298K Buy
9,744
+920
+10% +$31.4K ﹤0.01% 2074
2022
Q4 		$294K Hold
8,824
– – ﹤0.01% 2047
2022
Q3 		$278K Sell
8,824
-5,396
-38% -$196K ﹤0.01% 1826
2022
Q2 		$528K Buy
14,220
+3,779
+36% +$139K ﹤0.01% 1103
2022
Q1 		$420K Buy
+10,441
New +$464K ﹤0.01% 1194

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

Mariner's BTO Position: Q1 2026 in Review

Mariner reduced its John Hancock Financial Opportunities Fund (BTO) stake by 49% in Q1 2026, selling an estimated $498K and leaving 14,030 shares worth $503K. The position accounts for ﹤0.01% of the portfolio, ranked #2486.

Mariner first reported a position in BTO in Q1 2022 and has held it in 17 quarters since. The position peaked at $974K in Q4 2025. 78 funds tracked by Wall St. Rank hold BTO as of Q1 2026.

  • Mariner held 14,030 shares of John Hancock Financial Opportunities Fund worth $503K as of Q1 2026.
  • Mariner sold 13,735 John Hancock Financial Opportunities Fund shares in Q1 2026, an estimated $498K.
  • John Hancock Financial Opportunities Fund made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #2486 holding.
  • Mariner first reported a position in John Hancock Financial Opportunities Fund in Q1 2022 and has held it in 17 quarters since.
  • Mariner's John Hancock Financial Opportunities Fund position peaked at $974K in Q4 2025.
  • 78 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.