OCM
BTO

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
Q2 		– Sell
-1,160
Closed -$41.6K – 441
2026
Q1 		$41.6K Buy
+1,160
New +$42.1K 0.03% 161

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
FC
FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.54B AUM 17.62% 1-Year Est. Return

Osbon Capital Management's BTO Position: Q2 2026 in Review

Osbon Capital Management sold out of John Hancock Financial Opportunities Fund (BTO) in Q2 2026, closing a stake of 1,160 shares — an estimated $41.6K sold.

Osbon Capital Management first reported a position in BTO in Q1 2026 and held it in 1 quarter. The position peaked at $41.6K in Q1 2026. 83 funds tracked by Wall St. Rank hold BTO as of Q2 2026.

  • Osbon Capital Management reported no remaining John Hancock Financial Opportunities Fund position as of Q2 2026 after selling out during the quarter.
  • Osbon Capital Management sold 1,160 John Hancock Financial Opportunities Fund shares in Q2 2026, an estimated $41.6K.
  • Osbon Capital Management first reported a position in John Hancock Financial Opportunities Fund in Q1 2026 and held it in 1 quarter.
  • Osbon Capital Management's John Hancock Financial Opportunities Fund position peaked at $41.6K in Q1 2026.
  • 83 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2026.

Based on Osbon Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.