Peapack-Gladstone Financial Corp’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Peapack-Gladstone Financial Corp’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	$391K	Sell	10,910 -2,938	-21%	-$107K	0.01%	538
2025 Q4	$486K	Sell	13,848 -294	-2%	-$10.2K	0.01%	499
2025 Q3	$509K	Sell	14,142 -803	-5%	-$29K	0.01%	498
2025 Q2	$529K	Hold	14,945	–	–	0.01%	472
2025 Q1	$510K	Sell	14,945 -2,005	-12%	-$71.2K	0.01%	477
2024 Q4	$605K	Sell	16,950 -113	-0.7%	-$4.05K	0.01%	450
2024 Q3	$566K	Hold	17,063	–	–	0.01%	472
2024 Q2	$478K	Hold	17,063	–	–	0.01%	484
2024 Q1	$505K	Sell	17,063 -2,452	-13%	-$71.6K	0.01%	481
2023 Q4	$587K	Sell	19,515 -1,477	-7%	-$40K	0.01%	456
2023 Q3	$551K	Sell	20,992 -366	-2%	-$10.2K	0.01%	459
2023 Q2	$573K	Sell	21,358 -1	-0%	-$27	0.01%	459
2023 Q1	$652K	Hold	21,359	–	–	0.01%	430
2022 Q4	$711K	Hold	21,359	–	–	0.01%	416
2022 Q3	$674K	Sell	21,359 -79	-0.4%	-$2.87K	0.01%	415
2022 Q2	$796K	Hold	21,438	–	–	0.02%	384
2022 Q1	$862K	Sell	21,438 -232	-1%	-$10.3K	0.02%	390
2021 Q4	$1.01M	Sell	21,670 -250	-1%	-$11K	0.02%	385
2021 Q3	$932K	Sell	21,920 -131	-0.6%	-$5.3K	0.02%	377
2021 Q2	$828K	Sell	22,051 -761	-3%	-$30.1K	0.02%	370
2021 Q1	$877K	Buy	+22,812	New	+$796K	0.02%	340

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

Peapack-Gladstone Financial Corp's BTO Position: Q1 2026 in Review

Peapack-Gladstone Financial Corp reduced its John Hancock Financial Opportunities Fund (BTO) stake by 21% in Q1 2026, selling an estimated $107K and leaving 10,910 shares worth $391K. The position accounts for 0.01% of the portfolio, ranked #538.

Peapack-Gladstone Financial Corp first reported a position in BTO in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.01M in Q4 2021. 78 funds tracked by Wall St. Rank hold BTO as of Q1 2026.

Peapack-Gladstone Financial Corp held 10,910 shares of John Hancock Financial Opportunities Fund worth $391K as of Q1 2026.
Peapack-Gladstone Financial Corp sold 2,938 John Hancock Financial Opportunities Fund shares in Q1 2026, an estimated $107K.
John Hancock Financial Opportunities Fund made up 0.01% of Peapack-Gladstone Financial Corp's portfolio in Q1 2026, its #538 holding.
Peapack-Gladstone Financial Corp first reported a position in John Hancock Financial Opportunities Fund in Q1 2021 and has held it in 21 quarters since.
Peapack-Gladstone Financial Corp's John Hancock Financial Opportunities Fund position peaked at $1.01M in Q4 2021.
78 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2026.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q1 2026, filed 15 May 2026.