Osaic Holdings
BTO

Osaic Holdings’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Osaic Holdings’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 		$388K Sell
10,805
-5,657
-34% -$205K ﹤0.01% 3596
2025
Q4 		$578K Buy
16,462
+224
+1% +$7.75K ﹤0.01% 3216
2025
Q3 		$597K Sell
16,238
-950
-6% -$34.3K ﹤0.01% 3290
2025
Q2 		$609K Buy
17,188
+4,839
+39% +$159K ﹤0.01% 2961
2025
Q1 		$421K Buy
12,349
+1,241
+11% +$44K ﹤0.01% 3026
2024
Q4 		$397K Sell
11,108
-8,198
-42% -$294K ﹤0.01% 3001
2024
Q3 		$640K Sell
19,306
-10,314
-35% -$326K ﹤0.01% 2647
2024
Q2 		$830K Buy
29,620
+13,729
+86% +$382K ﹤0.01% 2344
2024
Q1 		$470K Buy
15,891
+386
+2% +$11.3K ﹤0.01% 2984
2023
Q4 		$466K Sell
15,505
-5,643
-27% -$153K ﹤0.01% 3226
2023
Q3 		$555K Buy
21,148
+6,797
+47% +$189K ﹤0.01% 3153
2023
Q2 		$385K Buy
14,351
+3,325
+30% +$89.8K ﹤0.01% 3370
2023
Q1 		$337K Sell
11,026
-1,836
-14% -$62.8K ﹤0.01% 3447
2022
Q4 		$428K Buy
12,862
+5,147
+67% +$174K ﹤0.01% 3169
2022
Q3 		$243K Buy
7,715
+1,432
+23% +$52.1K ﹤0.01% 3563
2022
Q2 		$233K Buy
6,283
+270
+4% +$9.95K ﹤0.01% 3647
2022
Q1 		$241K Buy
6,013
+507
+9% +$22.5K ﹤0.01% 3868
2021
Q4 		$257K Buy
5,506
+1,541
+39% +$67.7K ﹤0.01% 3719
2021
Q3 		$170K Buy
3,965
+210
+6% +$8.49K ﹤0.01% 4054
2021
Q2 		$140K Sell
3,755
-941
-20% -$37.3K ﹤0.01% 4193
2021
Q1 		$179K Sell
4,696
-1,088
-19% -$38K ﹤0.01% 3836
2020
Q4 		$175K Sell
5,784
-984
-15% -$25.8K ﹤0.01% 3588
2020
Q3 		$144K Sell
6,768
-17,144
-72% -$376K ﹤0.01% 3527
2020
Q2 		$549K Sell
23,912
-4,383
-15% -$94.5K ﹤0.01% 2265
2020
Q1 		$518K Buy
+28,295
New +$839K ﹤0.01% 2059

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

Osaic Holdings's BTO Position: Q1 2026 in Review

Osaic Holdings reduced its John Hancock Financial Opportunities Fund (BTO) stake by 34% in Q1 2026, selling an estimated $205K and leaving 10,805 shares worth $388K. The position accounts for ﹤0.01% of the portfolio, ranked #3596.

Osaic Holdings first reported a position in BTO in Q1 2020 and has held it in 25 quarters since. The position peaked at $830K in Q2 2024. 78 funds tracked by Wall St. Rank hold BTO as of Q1 2026.

  • Osaic Holdings held 10,805 shares of John Hancock Financial Opportunities Fund worth $388K as of Q1 2026.
  • Osaic Holdings sold 5,657 John Hancock Financial Opportunities Fund shares in Q1 2026, an estimated $205K.
  • John Hancock Financial Opportunities Fund made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #3596 holding.
  • Osaic Holdings first reported a position in John Hancock Financial Opportunities Fund in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's John Hancock Financial Opportunities Fund position peaked at $830K in Q2 2024.
  • 78 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.