Osbon Capital Management’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Osbon Capital 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	$41.6K	Buy	+1,160	New	+$42.1K	0.03%	161

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

ZCP

Z3 Capital Partners Richmond, Virginia $395M AUM

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

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

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

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

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

Osbon Capital Management's BTO Position: Q1 2026 in Review

Osbon Capital Management opened a new position in John Hancock Financial Opportunities Fund (BTO) in Q1 2026: 1,160 shares worth $41.6K. The stake represents 0.03% of the portfolio and ranks #161 among its holdings.

78 funds tracked by Wall St. Rank hold BTO as of Q1 2026.

Osbon Capital Management held 1,160 shares of John Hancock Financial Opportunities Fund worth $41.6K as of Q1 2026.
John Hancock Financial Opportunities Fund was a new Osbon Capital Management position in Q1 2026.
John Hancock Financial Opportunities Fund made up 0.03% of Osbon Capital Management's portfolio in Q1 2026, its #161 holding.
78 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.