SI
BTO

Stephens Inc’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Stephens Inc’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 		$321K Sell
8,149
-1,400
-15% -$52K ﹤0.01% 1042
2026
Q1 		$343K Sell
9,549
-4,556
-32% -$165K ﹤0.01% 986
2025
Q4 		$495K Buy
14,105
+1,541
+12% +$53.3K 0.01% 850
2025
Q3 		$452K Sell
12,564
-325
-3% -$11.7K 0.01% 889
2025
Q2 		$457K Buy
12,889
+400
+3% +$13.2K 0.01% 866
2025
Q1 		$426K Sell
12,489
-500
-4% -$17.7K 0.01% 872
2024
Q4 		$464K Sell
12,989
-31,768
-71% -$1.14M 0.01% 867
2024
Q3 		$1.48M Buy
44,757
+33,233
+288% +$1.05M 0.02% 508
2024
Q2 		$323K Buy
11,524
+2,824
+32% +$78.5K ﹤0.01% 975
2024
Q1 		$257K Sell
8,700
-11,893
-58% -$347K ﹤0.01% 1061
2023
Q4 		$619K Buy
20,593
+10,368
+101% +$281K 0.01% 673
2023
Q3 		$269K Sell
10,225
-25,639
-71% -$712K 0.01% 938
2023
Q2 		$962K Sell
35,864
-11,489
-24% -$310K 0.02% 562
2023
Q1 		$1.45M Buy
47,353
+36,578
+339% +$1.25M 0.03% 463
2022
Q4 		$359K Sell
10,775
-38,367
-78% -$1.3M 0.01% 806
2022
Q3 		$1.55M Buy
49,142
+39,117
+390% +$1.42M 0.03% 419
2022
Q2 		$372K Sell
10,025
-100
-1% -$3.69K 0.01% 831
2022
Q1 		$407K Sell
10,125
-148
-1% -$6.58K 0.01% 894
2021
Q4 		$479K Buy
10,273
+400
+4% +$17.6K 0.01% 862
2021
Q3 		$420K Buy
9,873
+2,299
+30% +$92.9K 0.01% 935
2021
Q2 		$284K Sell
7,574
-36,562
-83% -$1.45M ﹤0.01% 1058
2021
Q1 		$1.7M Buy
44,136
+3,391
+8% +$118K 0.03% 484
2020
Q4 		$1.24M Buy
40,745
+11,034
+37% +$289K 0.02% 545
2020
Q3 		$637K Buy
+29,711
New +$651K 0.01% 669
2017
Q4 		– Sell
-19,183
Closed -$715K – 691
2017
Q3 		$715K Buy
+19,183
New +$666K 0.03% 432

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $120B AUM 27.84% 1-Year Est. Return
FC
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

Stephens Inc's BTO Position: Q2 2026 in Review

Stephens Inc reduced its John Hancock Financial Opportunities Fund (BTO) stake by 15% in Q2 2026, selling an estimated $52K and leaving 8,149 shares worth $321K. The position accounts for ﹤0.01% of the portfolio, ranked #1042.

Stephens Inc first reported a position in BTO in Q3 2017 and has held it in 25 quarters since. The position peaked at $1.7M in Q1 2021. 83 funds tracked by Wall St. Rank hold BTO as of Q2 2026.

  • Stephens Inc held 8,149 shares of John Hancock Financial Opportunities Fund worth $321K as of Q2 2026.
  • Stephens Inc sold 1,400 John Hancock Financial Opportunities Fund shares in Q2 2026, an estimated $52K.
  • John Hancock Financial Opportunities Fund made up ﹤0.01% of Stephens Inc's portfolio in Q2 2026, its #1042 holding.
  • Stephens Inc first reported a position in John Hancock Financial Opportunities Fund in Q3 2017 and has held it in 25 quarters since.
  • Stephens Inc's John Hancock Financial Opportunities Fund position peaked at $1.7M in Q1 2021.
  • 83 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.