Thompson Investment Management’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Thompson Investment Management’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	$63.7K	Hold	1,616	–	–	0.01%	248
2026 Q1	$58K	Hold	1,616	–	–	0.01%	254
2025 Q4	$56.7K	Hold	1,616	–	–	0.01%	257
2025 Q3	$58.1K	Hold	1,616	–	–	0.01%	262
2025 Q2	$57.2K	Buy	1,616 +967	+149%	+$31.8K	0.01%	261
2025 Q1	$22.1K	Hold	649	–	–	﹤0.01%	346
2024 Q4	$23.2K	Hold	649	–	–	﹤0.01%	349
2024 Q3	$21.5K	Hold	649	–	–	﹤0.01%	337
2024 Q2	$18.2K	Hold	649	–	–	﹤0.01%	347
2024 Q1	$19.2K	Hold	649	–	–	﹤0.01%	357
2023 Q4	$19.5K	Hold	649	–	–	﹤0.01%	289
2023 Q3	$17K	Hold	649	–	–	﹤0.01%	289
2023 Q2	$17.4K	Hold	649	–	–	﹤0.01%	299
2023 Q1	$19.8K	Buy	+649	New	+$22.2K	﹤0.01%	295

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

Thompson Investment Management's BTO Position: Q2 2026 in Review

Thompson Investment Management held its John Hancock Financial Opportunities Fund (BTO) position steady in Q2 2026 at 1,616 shares worth $63.7K. The position accounts for 0.01% of the portfolio, ranked #248.

Thompson Investment Management first reported a position in BTO in Q1 2023 and has held it in 14 quarters since. 83 funds tracked by Wall St. Rank hold BTO as of Q2 2026.

Thompson Investment Management held 1,616 shares of John Hancock Financial Opportunities Fund worth $63.7K as of Q2 2026.
Thompson Investment Management left its John Hancock Financial Opportunities Fund share count unchanged in Q2 2026.
John Hancock Financial Opportunities Fund made up 0.01% of Thompson Investment Management's portfolio in Q2 2026, its #248 holding.
Thompson Investment Management first reported a position in John Hancock Financial Opportunities Fund in Q1 2023 and has held it in 14 quarters since.
83 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2026.

Based on Thompson Investment Management's 13F filing for Q2 2026, filed 13 Jul 2026.