SPIA
BTO

Steward Partners Investment Advisory’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Steward Partners Investment Advisory’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 		$1.95M Buy
54,340
+5,131
+10% +$186K 0.01% 863
2025
Q4 		$1.73M Buy
49,209
+6,694
+16% +$232K 0.01% 844
2025
Q3 		$1.53M Buy
42,515
+6,820
+19% +$247K 0.01% 876
2025
Q2 		$1.26M Buy
35,695
+568
+2% +$18.7K 0.01% 889
2025
Q1 		$1.2M Buy
35,127
+7,303
+26% +$259K 0.01% 843
2024
Q4 		$993K Buy
27,824
+17,429
+168% +$625K 0.01% 880
2024
Q3 		$345K Buy
10,395
+4,900
+89% +$155K ﹤0.01% 1274
2024
Q2 		$154K Sell
5,495
-582
-10% -$16.2K ﹤0.01% 1574
2024
Q1 		$180K Sell
6,077
-2,380
-28% -$69.5K ﹤0.01% 1482
2023
Q4 		$254K Sell
8,457
-851
-9% -$23K ﹤0.01% 1286
2023
Q3 		$244K Sell
9,308
-990
-10% -$27.5K ﹤0.01% 1197
2023
Q2 		$276K Sell
10,298
-60,346
-85% -$1.63M ﹤0.01% 1154
2023
Q1 		$2.16M Sell
70,644
-16,785
-19% -$574K 0.03% 449
2022
Q4 		$2.91M Buy
87,429
+7,485
+9% +$254K 0.05% 359
2022
Q3 		$2.52M Buy
79,944
+8,946
+13% +$325K 0.05% 366
2022
Q2 		$2.64M Buy
70,998
+9,044
+15% +$333K 0.05% 363
2022
Q1 		$2.49M Buy
61,954
+5,319
+9% +$236K 0.04% 414
2021
Q4 		$2.64M Buy
56,635
+198
+0.4% +$8.69K 0.04% 413
2021
Q3 		$2.4M Buy
56,437
+3,879
+7% +$157K 0.04% 404
2021
Q2 		$1.97M Buy
52,558
+300
+0.6% +$11.9K 0.03% 447
2021
Q1 		$2.01M Buy
52,258
+11,300
+28% +$394K 0.04% 427
2020
Q4 		$1.24M Buy
40,958
+5,160
+14% +$135K 0.03% 495
2020
Q3 		$767K Buy
35,798
+500
+1% +$11K 0.02% 555
2020
Q2 		$810K Sell
35,298
-1,825
-5% -$39.3K 0.02% 506
2020
Q1 		$680K Sell
37,123
-499
-1% -$14.8K 0.02% 488
2019
Q4 		$1.36M Buy
37,622
+13,158
+54% +$449K 0.04% 374
2019
Q3 		$787K Buy
24,464
+12,235
+100% +$388K 0.03% 469
2019
Q2 		$393K Buy
+12,229
New +$398K 0.01% 618
2018
Q4 		– Sell
-2,016
Closed -$75K – 938
2018
Q3 		$75K Buy
2,016
+391
+24% +$14.9K ﹤0.01% 1031
2018
Q2 		$60K Hold
1,625
– – ﹤0.01% 1025
2018
Q1 		$62K Hold
1,625
– – ﹤0.01% 925
2017
Q4 		$63K Sell
1,625
-1,190
-42% -$44.5K ﹤0.01% 754
2017
Q3 		$104K Hold
2,815
– – 0.01% 537
2017
Q2 		$101K Buy
2,815
+2,380
+547% +$83K 0.01% 494
2017
Q1 		$14K Buy
+435
New +$15.6K ﹤0.01% 847

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 $476M 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 $51.6B AUM 27.34% 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 $445B AUM 25.58% 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

Steward Partners Investment Advisory's BTO Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its John Hancock Financial Opportunities Fund (BTO) stake by 10% in Q1 2026, buying an estimated $186K and bringing the position to 54,340 shares worth $1.95M. The position accounts for 0.01% of the portfolio, ranked #863.

Steward Partners Investment Advisory first reported a position in BTO in Q1 2017 and has held it in 35 quarters since. The position peaked at $2.91M in Q4 2022. 78 funds tracked by Wall St. Rank hold BTO as of Q1 2026.

  • Steward Partners Investment Advisory held 54,340 shares of John Hancock Financial Opportunities Fund worth $1.95M as of Q1 2026.
  • Steward Partners Investment Advisory bought 5,131 John Hancock Financial Opportunities Fund shares in Q1 2026, an estimated $186K.
  • John Hancock Financial Opportunities Fund made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #863 holding.
  • Steward Partners Investment Advisory first reported a position in John Hancock Financial Opportunities Fund in Q1 2017 and has held it in 35 quarters since.
  • Steward Partners Investment Advisory's John Hancock Financial Opportunities Fund position peaked at $2.91M in Q4 2022.
  • 78 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.