SFS
BTO

Shaker Financial Services’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Shaker Financial Services’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 		$897K Buy
+22,755
New +$845K 0.28% 90
2026
Q1 		– Sell
-10,576
Closed -$371K – 154
2025
Q4 		$371K Buy
+10,576
New +$366K 0.12% 147
2025
Q1 		– Sell
-26,308
Closed -$939K – 156
2024
Q4 		$939K Sell
26,308
-33,346
-56% -$1.2M 0.36% 87
2024
Q3 		$1.98M Buy
59,654
+18,814
+46% +$594K 0.75% 43
2024
Q2 		$1.14M Buy
40,840
+19,629
+93% +$546K 0.46% 64
2024
Q1 		$627K Buy
+21,211
New +$620K 0.24% 101
2015
Q1 		– Sell
-19,382
Closed -$457K – 128
2014
Q4 		$457K Buy
19,382
+10,354
+115% +$236K 0.29% 90
2014
Q3 		$201K Sell
9,028
-3,800
-30% -$86.2K 0.13% 116
2014
Q2 		$297K Sell
12,828
-17,069
-57% -$391K 0.18% 118
2014
Q1 		$720K Buy
29,897
+1,807
+6% +$41.8K 0.47% 72
2013
Q4 		$662K Buy
28,090
+2,303
+9% +$51.5K 0.46% 78
2013
Q3 		$554K Buy
+25,787
New +$583K 0.41% 87

Other funds holding BTO

TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Shaker Financial Services's BTO Position: Q2 2026 in Review

Shaker Financial Services opened a new position in John Hancock Financial Opportunities Fund (BTO) in Q2 2026: 22,755 shares worth $897K. The stake represents 0.28% of the portfolio and ranks #90 among its holdings. This is a return to the name: Shaker Financial Services previously reported a position in BTO as recently as Q4 2025.

Shaker Financial Services first reported a position in BTO in Q3 2013 and has held it in 12 quarters since. The position peaked at $1.98M in Q3 2024. 8 funds tracked by Wall St. Rank hold BTO as of Q2 2026.

  • Shaker Financial Services held 22,755 shares of John Hancock Financial Opportunities Fund worth $897K as of Q2 2026.
  • John Hancock Financial Opportunities Fund was a new Shaker Financial Services position in Q2 2026.
  • John Hancock Financial Opportunities Fund made up 0.28% of Shaker Financial Services's portfolio in Q2 2026, its #90 holding.
  • Shaker Financial Services first reported a position in John Hancock Financial Opportunities Fund in Q3 2013 and has held it in 12 quarters since.
  • Shaker Financial Services's John Hancock Financial Opportunities Fund position peaked at $1.98M in Q3 2024.
  • 8 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2026.

Based on Shaker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.