Mather Group
BTO icon

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
Q3 		$144 Hold
4
– – ﹤0.01% 2219
2026
Q2 		$158 Hold
4
– – ﹤0.01% 1869
2026
Q1 		$143 Buy
+4
New +$145 ﹤0.01% 1862

Other funds holding BTO

TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Thompson Investment Management
Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return

Mather Group's BTO Position: Q3 2026 in Review

Mather Group held its John Hancock Financial Opportunities Fund (BTO) position steady in Q3 2026 at 4 shares worth $144. The position accounts for ﹤0.01% of the portfolio, ranked #2219.

Mather Group first reported a position in BTO in Q1 2026 and has held it in 3 quarters since. The position peaked at $158 in Q2 2026. 11 funds tracked by Wall St. Rank hold BTO as of Q3 2026.

  • Mather Group held 4 shares of John Hancock Financial Opportunities Fund worth $144 as of Q3 2026.
  • Mather Group left its John Hancock Financial Opportunities Fund share count unchanged in Q3 2026.
  • John Hancock Financial Opportunities Fund made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #2219 holding.
  • Mather Group first reported a position in John Hancock Financial Opportunities Fund in Q1 2026 and has held it in 3 quarters since.
  • Mather Group's John Hancock Financial Opportunities Fund position peaked at $158 in Q2 2026.
  • 11 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.