MG
BTO

Mather Group’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Mather Group’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 		$143 Buy
+4
New +$145 ﹤0.01% 1862

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

Mather Group's BTO Position: Q1 2026 in Review

Mather Group opened a new position in John Hancock Financial Opportunities Fund (BTO) in Q1 2026: 4 shares worth $143. The stake represents ﹤0.01% of the portfolio and ranks #1862 among its holdings.

78 funds tracked by Wall St. Rank hold BTO as of Q1 2026.

  • Mather Group held 4 shares of John Hancock Financial Opportunities Fund worth $143 as of Q1 2026.
  • John Hancock Financial Opportunities Fund was a new Mather Group position in Q1 2026.
  • John Hancock Financial Opportunities Fund made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1862 holding.
  • 78 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.