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

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

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. 83 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.
83 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.