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
Q2 		$15.8K Hold
400
– – ﹤0.01% 500
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 $1.89T 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

Plante Moran Financial Advisors's BTO Position: Q2 2026 in Review

Plante Moran Financial Advisors held its John Hancock Financial Opportunities Fund (BTO) position steady in Q2 2026 at 400 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

Plante Moran Financial Advisors first reported a position in BTO in Q4 2016 and has held it in 6 quarters since. The position peaked at $54K in Q2 2017. 83 funds tracked by Wall St. Rank hold BTO as of Q2 2026.

  • Plante Moran Financial Advisors held 400 shares of John Hancock Financial Opportunities Fund worth $15.8K as of Q2 2026.
  • Plante Moran Financial Advisors left its John Hancock Financial Opportunities Fund share count unchanged in Q2 2026.
  • John Hancock Financial Opportunities Fund made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #500 holding.
  • Plante Moran Financial Advisors first reported a position in John Hancock Financial Opportunities Fund in Q4 2016 and has held it in 6 quarters since.
  • Plante Moran Financial Advisors's John Hancock Financial Opportunities Fund position peaked at $54K in Q2 2017.
  • 83 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.