OC
BTO

Oppenheimer & Co’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Oppenheimer & Co’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 		$1M Sell
27,890
-504
-2% -$18.3K 0.01% 858
2025
Q4 		$996K Sell
28,394
-1,339
-5% -$46.3K 0.01% 804
2025
Q3 		$1.07M Buy
29,733
+211
+0.7% +$7.63K 0.01% 862
2025
Q2 		$1.05M Buy
29,522
+994
+3% +$32.7K 0.01% 826
2025
Q1 		$973K Buy
28,528
+5,672
+25% +$201K 0.01% 826
2024
Q4 		$816K Sell
22,856
-1,134
-5% -$40.7K 0.01% 882
2024
Q3 		$796K Sell
23,990
-2,649
-10% -$83.7K 0.01% 864
2024
Q2 		$746K Buy
26,639
+302
+1% +$8.4K 0.01% 867
2024
Q1 		$779K Buy
26,337
+831
+3% +$24.3K 0.01% 836
2023
Q4 		$767K Buy
25,506
+7,440
+41% +$201K 0.01% 811
2023
Q3 		$474K Buy
18,066
+1,606
+10% +$44.6K 0.01% 962
2023
Q2 		$441K Buy
16,460
+7,513
+84% +$203K 0.01% 1022
2023
Q1 		$273K Buy
8,947
+827
+10% +$28.3K 0.01% 1154
2022
Q4 		$270K Buy
8,120
+66
+0.8% +$2.24K 0.01% 1119
2022
Q3 		$254K Sell
8,054
-3
-0% -$109 0.01% 1123
2022
Q2 		$299K Buy
8,057
+215
+3% +$7.92K 0.01% 1112
2022
Q1 		$315K Buy
7,842
+261
+3% +$11.6K 0.01% 1178
2021
Q4 		$353K Buy
7,581
+46
+0.6% +$2.02K 0.01% 1156
2021
Q3 		$320K Buy
7,535
+50
+0.7% +$2.02K 0.01% 1195
2021
Q2 		$281K Buy
7,485
+56
+0.8% +$2.22K 0.01% 1271
2021
Q1 		$286K Buy
+7,429
New +$259K 0.01% 1199
2014
Q1 		– Sell
-10,988
Closed -$259K – 1411
2013
Q4 		$259K Sell
10,988
-2,520
-19% -$56.3K 0.01% 1074
2013
Q3 		$290K Buy
13,508
+1,932
+17% +$43.7K 0.01% 983
2013
Q2 		$247K Buy
+11,576
New +$243K 0.01% 1012

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 $395M 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
NSAM
North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return

Oppenheimer & Co's BTO Position: Q1 2026 in Review

Oppenheimer & Co reduced its John Hancock Financial Opportunities Fund (BTO) stake by 1.8% in Q1 2026, selling an estimated $18.3K and leaving 27,890 shares worth $1M. The position accounts for 0.01% of the portfolio, ranked #858.

Oppenheimer & Co first reported a position in BTO in Q2 2013 and has held it in 24 quarters since. The position peaked at $1.07M in Q3 2025. 78 funds tracked by Wall St. Rank hold BTO as of Q1 2026.

  • Oppenheimer & Co held 27,890 shares of John Hancock Financial Opportunities Fund worth $1M as of Q1 2026.
  • Oppenheimer & Co sold 504 John Hancock Financial Opportunities Fund shares in Q1 2026, an estimated $18.3K.
  • John Hancock Financial Opportunities Fund made up 0.01% of Oppenheimer & Co's portfolio in Q1 2026, its #858 holding.
  • Oppenheimer & Co first reported a position in John Hancock Financial Opportunities Fund in Q2 2013 and has held it in 24 quarters since.
  • Oppenheimer & Co's John Hancock Financial Opportunities Fund position peaked at $1.07M in Q3 2025.
  • 78 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.