Samalin Investment Counsel’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Samalin Investment Counsel’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	$756K	Sell	21,078 -4,885	-19%	-$177K	0.27%	109
2025 Q4	$911K	Buy	25,963 +228	+0.9%	+$7.89K	0.32%	82
2025 Q3	$926K	Sell	25,735 -1,553	-6%	-$56.1K	0.32%	87
2025 Q2	$967K	Buy	27,288 +1,035	+4%	+$34.1K	0.37%	72
2025 Q1	$895K	Buy	26,253 +1,755	+7%	+$62.3K	0.36%	81
2024 Q4	$874K	Sell	24,498 -364	-1%	-$13K	0.38%	74
2024 Q3	$824K	Sell	24,862 -708	-3%	-$22.4K	0.36%	80
2024 Q2	$716K	Buy	25,570 +1,991	+8%	+$55.4K	0.33%	87
2024 Q1	$697K	Buy	23,579 +1,504	+7%	+$43.9K	0.33%	90
2023 Q4	$664K	Buy	22,075 +6,115	+38%	+$166K	0.34%	85
2023 Q3	$419K	Buy	15,960 +6,595	+70%	+$183K	0.24%	127
2023 Q2	$251K	Buy	+9,365	New	+$253K	0.14%	215

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

Samalin Investment Counsel's BTO Position: Q1 2026 in Review

Samalin Investment Counsel reduced its John Hancock Financial Opportunities Fund (BTO) stake by 19% in Q1 2026, selling an estimated $177K and leaving 21,078 shares worth $756K. The position accounts for 0.27% of the portfolio, ranked #109.

Samalin Investment Counsel first reported a position in BTO in Q2 2023 and has held it in 12 quarters since. The position peaked at $967K in Q2 2025. 78 funds tracked by Wall St. Rank hold BTO as of Q1 2026.

Samalin Investment Counsel held 21,078 shares of John Hancock Financial Opportunities Fund worth $756K as of Q1 2026.
Samalin Investment Counsel sold 4,885 John Hancock Financial Opportunities Fund shares in Q1 2026, an estimated $177K.
John Hancock Financial Opportunities Fund made up 0.27% of Samalin Investment Counsel's portfolio in Q1 2026, its #109 holding.
Samalin Investment Counsel first reported a position in John Hancock Financial Opportunities Fund in Q2 2023 and has held it in 12 quarters since.
Samalin Investment Counsel's John Hancock Financial Opportunities Fund position peaked at $967K in Q2 2025.
78 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2026.

Based on Samalin Investment Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.