NSAM
BTO

North Star Asset Management’s John Hancock Financial Opportunities Fund BTO Stock Holding History

North Star Asset Management’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 		$2.43M Sell
67,816
-264
-0.4% -$9.58K 0.11% 134
2025
Q4 		$2.39M Sell
68,080
-950
-1% -$32.9K 0.1% 136
2025
Q3 		$2.48M Sell
69,030
-3,263
-5% -$118K 0.1% 134
2025
Q2 		$2.56M Sell
72,293
-750
-1% -$24.7K 0.11% 128
2025
Q1 		$2.49M Sell
73,043
-755
-1% -$26.8K 0.11% 123
2024
Q4 		$2.63M Sell
73,798
-700
-0.9% -$25.1K 0.12% 117
2024
Q3 		$2.47M Sell
74,498
-706
-0.9% -$22.3K 0.11% 122
2024
Q2 		$2.11M Sell
75,204
-1,795
-2% -$49.9K 0.1% 131
2024
Q1 		$2.28M Sell
76,999
-1,105
-1% -$32.3K 0.11% 129
2023
Q4 		$2.35M Sell
78,104
-5,040
-6% -$136K 0.12% 121
2023
Q3 		$2.18M Sell
83,144
-7,163
-8% -$199K 0.13% 124
2023
Q2 		$2.42M Sell
90,307
-3,513
-4% -$94.9K 0.13% 118
2023
Q1 		$2.87M Sell
93,820
-2,675
-3% -$91.4K 0.17% 110
2022
Q4 		$3.21M Sell
96,495
-943
-1% -$32K 0.2% 106
2022
Q3 		$3.08M Sell
97,438
-1,450
-1% -$52.7K 0.21% 107
2022
Q2 		$3.67M Sell
98,888
-2,530
-2% -$93.2K 0.24% 98
2022
Q1 		$4.08M Sell
101,418
-575
-0.6% -$25.6K 0.22% 102
2021
Q4 		$4.75M Sell
101,993
-8,475
-8% -$372K 0.24% 98
2021
Q3 		$4.7M Sell
110,468
-564
-0.5% -$22.8K 0.26% 96
2021
Q2 		$4.17M Sell
111,032
-1,075
-1% -$42.6K 0.23% 98
2021
Q1 		$4.31M Sell
112,107
-2,950
-3% -$103K 0.26% 94
2020
Q4 		$3.49M Sell
115,057
-895
-0.8% -$23.5K 0.22% 101
2020
Q3 		$2.48M Sell
115,952
-4,500
-4% -$98.7K 0.18% 104
2020
Q2 		$2.76M Sell
120,452
-1,965
-2% -$42.4K 0.22% 97
2020
Q1 		$2.25M Sell
122,417
-21,125
-15% -$626K 0.22% 100
2019
Q4 		$5.21M Sell
143,542
-355
-0.2% -$12.1K 0.37% 84
2019
Q3 		$4.63M Sell
143,897
-650
-0.4% -$20.6K 0.36% 84
2019
Q2 		$4.65M Sell
144,547
-6,324
-4% -$206K 0.36% 84
2019
Q1 		$4.81M Sell
150,871
-2,789
-2% -$92.7K 0.39% 81
2018
Q4 		$4.29M Sell
153,660
-4,592
-3% -$154K 0.41% 79
2018
Q3 		$5.86M Sell
158,252
-1,400
-0.9% -$53.5K 0.47% 78
2018
Q2 		$5.94M Sell
159,652
-1,600
-1% -$62K 0.51% 72
2018
Q1 		$6.18M Sell
161,252
-1,025
-0.6% -$40.3K 0.56% 68
2017
Q4 		$6.38M Buy
162,277
+1,425
+0.9% +$53.2K 0.57% 66
2017
Q3 		$5.99M Sell
160,852
-1,900
-1% -$66K 0.6% 64
2017
Q2 		$5.86M Sell
162,752
-1,375
-0.8% -$47.9K 0.6% 69
2017
Q1 		$5.58M Sell
164,127
-12,125
-7% -$435K 0.59% 68
2016
Q4 		$6.39M Sell
176,252
-12,025
-6% -$379K 0.7% 59
2016
Q3 		$5.23M Sell
188,277
-7,825
-4% -$212K 0.59% 70
2016
Q2 		$5.03M Sell
196,102
-22,225
-10% -$561K 0.59% 68
2016
Q1 		$5.3M Sell
218,327
-6,826
-3% -$158K 0.62% 65
2015
Q4 		$6.31M Sell
225,153
-3,895
-2% -$106K 0.76% 49
2015
Q3 		$5.79M Sell
229,048
-1,525
-0.7% -$41.2K 0.72% 50
2015
Q2 		$6.27M Sell
230,573
-18,552
-7% -$463K 0.71% 54
2015
Q1 		$5.83M Sell
249,125
-11,225
-4% -$254K 0.66% 57
2014
Q4 		$6.13M Sell
260,350
-10,690
-4% -$243K 0.7% 56
2014
Q3 		$6.02M Sell
271,040
-11,425
-4% -$259K 0.72% 58
2014
Q2 		$6.54M Sell
282,465
-18,509
-6% -$424K 0.76% 53
2014
Q1 		$7.24M Sell
300,974
-5,725
-2% -$133K 0.87% 45
2013
Q4 		$7.22M Sell
306,699
-20,376
-6% -$455K 0.88% 40
2013
Q3 		$7.02M Sell
327,075
-91,675
-22% -$2.07M 0.92% 35
2013
Q2 		$8.95M Buy
+418,750
New +$8.77M 1.25% 15

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 $476M 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
ACM
Alessandra Capital Management Torrance, California $141M AUM

North Star Asset Management's BTO Position: Q1 2026 in Review

North Star Asset Management reduced its John Hancock Financial Opportunities Fund (BTO) stake by 0.39% in Q1 2026, selling an estimated $9.58K and leaving 67,816 shares worth $2.43M. The position accounts for 0.11% of the portfolio, ranked #134.

North Star Asset Management first reported a position in BTO in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.95M in Q2 2013. 78 funds tracked by Wall St. Rank hold BTO as of Q1 2026.

  • North Star Asset Management held 67,816 shares of John Hancock Financial Opportunities Fund worth $2.43M as of Q1 2026.
  • North Star Asset Management sold 264 John Hancock Financial Opportunities Fund shares in Q1 2026, an estimated $9.58K.
  • John Hancock Financial Opportunities Fund made up 0.11% of North Star Asset Management's portfolio in Q1 2026, its #134 holding.
  • North Star Asset Management first reported a position in John Hancock Financial Opportunities Fund in Q2 2013 and has held it in 52 quarters since.
  • North Star Asset Management's John Hancock Financial Opportunities Fund position peaked at $8.95M in Q2 2013.
  • 78 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2026.

Based on North Star Asset Management's 13F filing for Q1 2026, filed 6 May 2026.