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 Q2	$6.23K	Buy	+158	New	+$5.87K	﹤0.01%	190

Other funds holding BTO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

MB, Levis & Associates's BTO Position: Q2 2026 in Review

MB, Levis & Associates opened a new position in John Hancock Financial Opportunities Fund (BTO) in Q2 2026: 158 shares worth $6.23K. The stake represents ﹤0.01% of the portfolio and ranks #190 among its holdings.

83 funds tracked by Wall St. Rank hold BTO as of Q2 2026.

MB, Levis & Associates held 158 shares of John Hancock Financial Opportunities Fund worth $6.23K as of Q2 2026.
John Hancock Financial Opportunities Fund was a new MB, Levis & Associates position in Q2 2026.
John Hancock Financial Opportunities Fund made up ﹤0.01% of MB, Levis & Associates's portfolio in Q2 2026, its #190 holding.
83 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.