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

Mendota Financial 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
2025 Q1	–	Sell	-2,774	Closed	-$99K	–	143
2024 Q4	$99K	Sell	2,774 -1,052	-27%	-$37.7K	0.06%	105
2024 Q3	$127K	Sell	3,826 -659	-15%	-$20.8K	0.06%	103
2024 Q2	$126K	Hold	4,485	–	–	0.07%	104
2024 Q1	$133K	Hold	4,485	–	–	0.08%	100
2023 Q4	$135K	Hold	4,485	–	–	0.11%	115
2023 Q3	$118K	Hold	4,485	–	–	0.12%	85
2023 Q2	$120K	Buy	+4,485	New	+$121K	0.14%	72

Other funds holding BTO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

NSAM

North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return

Mendota Financial Group's BTO Position: Q1 2025 in Review

Mendota Financial Group sold out of John Hancock Financial Opportunities Fund (BTO) in Q1 2025, closing a stake of 2,774 shares — an estimated $99K sold.

Mendota Financial Group first reported a position in BTO in Q2 2023 and held it in 7 quarters. The position peaked at $135K in Q4 2023. 68 funds tracked by Wall St. Rank hold BTO as of Q1 2025.

Mendota Financial Group reported no remaining John Hancock Financial Opportunities Fund position as of Q1 2025 after selling out during the quarter.
Mendota Financial Group sold 2,774 John Hancock Financial Opportunities Fund shares in Q1 2025, an estimated $99K.
Mendota Financial Group first reported a position in John Hancock Financial Opportunities Fund in Q2 2023 and held it in 7 quarters.
Mendota Financial Group's John Hancock Financial Opportunities Fund position peaked at $135K in Q4 2023.
68 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2025.

Based on Mendota Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.