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
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 $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FC
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

Stephens Inc's BTO Position: Q1 2026 in Review

Stephens Inc reduced its John Hancock Financial Opportunities Fund (BTO) stake by 32% in Q1 2026, selling an estimated $165K and leaving 9,549 shares worth $343K. The position accounts for ﹤0.01% of the portfolio, ranked #986.

Stephens Inc first reported a position in BTO in Q3 2017 and has held it in 24 quarters since. The position peaked at $1.7M in Q1 2021. 78 funds tracked by Wall St. Rank hold BTO as of Q1 2026.

  • Stephens Inc held 9,549 shares of John Hancock Financial Opportunities Fund worth $343K as of Q1 2026.
  • Stephens Inc sold 4,556 John Hancock Financial Opportunities Fund shares in Q1 2026, an estimated $165K.
  • John Hancock Financial Opportunities Fund made up ﹤0.01% of Stephens Inc's portfolio in Q1 2026, its #986 holding.
  • Stephens Inc first reported a position in John Hancock Financial Opportunities Fund in Q3 2017 and has held it in 24 quarters since.
  • Stephens Inc's John Hancock Financial Opportunities Fund position peaked at $1.7M in Q1 2021.
  • 78 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.