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MB, Levis & Associates’s John Hancock Financial Opportunities Fund BTO Stock Holding History

MB, Levis & Associates’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 		$5.67K Hold
158
– – ﹤0.01% 185
2026
Q2 		$6.23K Buy
+158
New +$5.86K ﹤0.01% 190

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
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

MB, Levis & Associates's BTO Position: Q3 2026 in Review

MB, Levis & Associates held its John Hancock Financial Opportunities Fund (BTO) position steady in Q3 2026 at 158 shares worth $5.67K. The position accounts for ﹤0.01% of the portfolio, ranked #185.

MB, Levis & Associates first reported a position in BTO in Q2 2026 and has held it in 2 quarters since. The position peaked at $6.23K in Q2 2026. 11 funds tracked by Wall St. Rank hold BTO as of Q3 2026.

  • MB, Levis & Associates held 158 shares of John Hancock Financial Opportunities Fund worth $5.67K as of Q3 2026.
  • MB, Levis & Associates left its John Hancock Financial Opportunities Fund share count unchanged in Q3 2026.
  • John Hancock Financial Opportunities Fund made up ﹤0.01% of MB, Levis & Associates's portfolio in Q3 2026, its #185 holding.
  • MB, Levis & Associates first reported a position in John Hancock Financial Opportunities Fund in Q2 2026 and has held it in 2 quarters since.
  • MB, Levis & Associates's John Hancock Financial Opportunities Fund position peaked at $6.23K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q3 2026.

Based on MB, Levis & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.