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

&Partners’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
2025 Q2	–	Sell	-6,120	Closed	-$208K	–	1999
2025 Q1	$208K	Buy	+6,120	New	+$217K	﹤0.01%	1619
2020 Q1	–	Sell	-6,375	Closed	-$231K	–	150
2019 Q4	$231K	Hold	6,375	–	–	0.27%	121
2019 Q3	$205K	Hold	6,375	–	–	0.27%	132
2019 Q2	$205K	Hold	6,375	–	–	0.28%	122
2019 Q1	$203K	Buy	+6,375	New	+$212K	0.29%	117

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

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

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

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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

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

NSAM

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

&Partners's BTO Position: Q2 2025 in Review

&Partners sold out of John Hancock Financial Opportunities Fund (BTO) in Q2 2025, closing a stake of 6,120 shares — an estimated $208K sold.

&Partners first reported a position in BTO in Q1 2019 and held it in 5 quarters. The position peaked at $231K in Q4 2019. 67 funds tracked by Wall St. Rank hold BTO as of Q2 2025.

&Partners reported no remaining John Hancock Financial Opportunities Fund position as of Q2 2025 after selling out during the quarter.
&Partners sold 6,120 John Hancock Financial Opportunities Fund shares in Q2 2025, an estimated $208K.
&Partners first reported a position in John Hancock Financial Opportunities Fund in Q1 2019 and held it in 5 quarters.
&Partners's John Hancock Financial Opportunities Fund position peaked at $231K in Q4 2019.
67 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2025.

Based on &Partners's 13F filing for Q2 2025, filed 14 Aug 2025.