Private Trust Company’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Private Trust Company’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	$78.8K	Hold	2,000	–	–	0.01%	1166
2026 Q1	$71.7K	Hold	2,000	–	–	0.01%	1149
2025 Q4	$70.2K	Hold	2,000	–	–	0.01%	1157
2025 Q3	$72K	Hold	2,000	–	–	0.01%	1128
2025 Q2	$70.8K	Hold	2,000	–	–	0.01%	1082
2025 Q1	$68.2K	Buy	2,000 +500	+33%	+$17.7K	0.01%	1067
2024 Q4	$53.5K	Hold	1,500	–	–	0.01%	1139
2024 Q3	$49.7K	Hold	1,500	–	–	0.01%	1138
2024 Q2	$42K	Buy	1,500 +1,000	+200%	+$27.8K	﹤0.01%	1178
2024 Q1	$14.8K	Hold	500	–	–	﹤0.01%	1532
2023 Q4	$15K	Hold	500	–	–	﹤0.01%	1511
2023 Q3	$13.1K	Hold	500	–	–	﹤0.01%	1502
2023 Q2	$13.4K	Hold	500	–	–	﹤0.01%	1512
2023 Q1	$15.3K	Hold	500	–	–	﹤0.01%	1433
2022 Q4	$17K	Hold	500	–	–	﹤0.01%	1353
2022 Q3	$16K	Hold	500	–	–	﹤0.01%	1267
2022 Q2	$19K	Buy	+500	New	+$18.4K	﹤0.01%	1250

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

Private Trust Company's BTO Position: Q2 2026 in Review

Private Trust Company held its John Hancock Financial Opportunities Fund (BTO) position steady in Q2 2026 at 2,000 shares worth $78.8K. The position accounts for 0.01% of the portfolio, ranked #1166.

Private Trust Company first reported a position in BTO in Q2 2022 and has held it in 17 quarters since. 83 funds tracked by Wall St. Rank hold BTO as of Q2 2026.

Private Trust Company held 2,000 shares of John Hancock Financial Opportunities Fund worth $78.8K as of Q2 2026.
Private Trust Company left its John Hancock Financial Opportunities Fund share count unchanged in Q2 2026.
John Hancock Financial Opportunities Fund made up 0.01% of Private Trust Company's portfolio in Q2 2026, its #1166 holding.
Private Trust Company first reported a position in John Hancock Financial Opportunities Fund in Q2 2022 and has held it in 17 quarters since.
83 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.