PMFA
BTO

Plante Moran Financial Advisors’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Plante Moran Financial Advisors’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 		$14.3K Sell
400
-185
-32% -$6.71K ﹤0.01% 480
2025
Q4 		$20.5K Buy
+585
New +$20.2K ﹤0.01% 446
2017
Q3 		– Sell
-1,485
Closed -$54K – 809
2017
Q2 		$54K Hold
1,485
– – 0.03% 292
2017
Q1 		$50K Buy
1,485
+720
+94% +$25.8K 0.03% 316
2016
Q4 		$28K Buy
+765
New +$24.1K 0.02% 422

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FC
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

Plante Moran Financial Advisors's BTO Position: Q1 2026 in Review

Plante Moran Financial Advisors reduced its John Hancock Financial Opportunities Fund (BTO) stake by 32% in Q1 2026, selling an estimated $6.71K and leaving 400 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

Plante Moran Financial Advisors first reported a position in BTO in Q4 2016 and has held it in 5 quarters since. The position peaked at $54K in Q2 2017. 78 funds tracked by Wall St. Rank hold BTO as of Q1 2026.

  • Plante Moran Financial Advisors held 400 shares of John Hancock Financial Opportunities Fund worth $14.3K as of Q1 2026.
  • Plante Moran Financial Advisors sold 185 John Hancock Financial Opportunities Fund shares in Q1 2026, an estimated $6.71K.
  • John Hancock Financial Opportunities Fund made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q1 2026, its #480 holding.
  • Plante Moran Financial Advisors first reported a position in John Hancock Financial Opportunities Fund in Q4 2016 and has held it in 5 quarters since.
  • Plante Moran Financial Advisors's John Hancock Financial Opportunities Fund position peaked at $54K in Q2 2017.
  • 78 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.