Raymond James Financial
BTO

Raymond James Financial’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Raymond James Financial’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 		$6.4M Buy
178,390
+2,077
+1% +$75.3K ﹤0.01% 2397
2025
Q4 		$6.19M Sell
176,313
-15,775
-8% -$546K ﹤0.01% 2339
2025
Q3 		$6.91M Sell
192,088
-366,722
-66% -$13.3M ﹤0.01% 2215
2025
Q2 		$19.8M Buy
558,810
+28,231
+5% +$930K 0.01% 1381
2025
Q1 		$18.1M Buy
530,579
+5,374
+1% +$191K 0.01% 1383
2024
Q4 		$18.7M Buy
+525,205
New +$18.8M 0.01% 1371

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 $476M 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 $51.6B AUM 27.34% 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 $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
ACM
Alessandra Capital Management Torrance, California $141M AUM

Raymond James Financial's BTO Position: Q1 2026 in Review

Raymond James Financial increased its John Hancock Financial Opportunities Fund (BTO) stake by 1.2% in Q1 2026, buying an estimated $75.3K and bringing the position to 178,390 shares worth $6.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2397.

Raymond James Financial first reported a position in BTO in Q4 2024 and has held it in 6 quarters since. The position peaked at $19.8M in Q2 2025. 78 funds tracked by Wall St. Rank hold BTO as of Q1 2026.

  • Raymond James Financial held 178,390 shares of John Hancock Financial Opportunities Fund worth $6.4M as of Q1 2026.
  • Raymond James Financial bought 2,077 John Hancock Financial Opportunities Fund shares in Q1 2026, an estimated $75.3K.
  • John Hancock Financial Opportunities Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2397 holding.
  • Raymond James Financial first reported a position in John Hancock Financial Opportunities Fund in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's John Hancock Financial Opportunities Fund position peaked at $19.8M in Q2 2025.
  • 78 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.