&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
2026 Q2	$203K	Buy	+5,161	New	+$192K	﹤0.01%	2374
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 $1.89T AUM 35.08% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

&Partners's BTO Position: Q2 2026 in Review

&Partners opened a new position in John Hancock Financial Opportunities Fund (BTO) in Q2 2026: 5,161 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #2374 among its holdings. This is a return to the name: &Partners previously reported a position in BTO as recently as Q1 2025.

&Partners first reported a position in BTO in Q1 2019 and has held it in 6 quarters since. The position peaked at $231K in Q4 2019. 83 funds tracked by Wall St. Rank hold BTO as of Q2 2026.

&Partners held 5,161 shares of John Hancock Financial Opportunities Fund worth $203K as of Q2 2026.
John Hancock Financial Opportunities Fund was a new &Partners position in Q2 2026.
John Hancock Financial Opportunities Fund made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2374 holding.
&Partners first reported a position in John Hancock Financial Opportunities Fund in Q1 2019 and has held it in 6 quarters since.
&Partners's John Hancock Financial Opportunities Fund position peaked at $231K in Q4 2019.
83 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.