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 Q3	$359K	Sell	10,012 -12,743	-56%	-$503K	0.12%	128
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 $573M AUM 15.32% 1-Year Est. Return

AHL

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

MLA

MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Shaker Financial Services's BTO Position: Q3 2026 in Review

Shaker Financial Services reduced its John Hancock Financial Opportunities Fund (BTO) stake by 56% in Q3 2026, selling an estimated $503K and leaving 10,012 shares worth $359K. The position accounts for 0.12% of the portfolio, ranked #128.

Shaker Financial Services first reported a position in BTO in Q3 2013 and has held it in 13 quarters since. The position peaked at $1.98M in Q3 2024. 11 funds tracked by Wall St. Rank hold BTO as of Q3 2026.

Shaker Financial Services held 10,012 shares of John Hancock Financial Opportunities Fund worth $359K as of Q3 2026.
Shaker Financial Services sold 12,743 John Hancock Financial Opportunities Fund shares in Q3 2026, an estimated $503K.
John Hancock Financial Opportunities Fund made up 0.12% of Shaker Financial Services's portfolio in Q3 2026, its #128 holding.
Shaker Financial Services first reported a position in John Hancock Financial Opportunities Fund in Q3 2013 and has held it in 13 quarters since.
Shaker Financial Services's John Hancock Financial Opportunities Fund position peaked at $1.98M in Q3 2024.
11 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q3 2026.

Based on Shaker Financial Services's 13F filing for Q3 2026, filed 14 Oct 2026.