TIM
BTO

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

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 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. 9 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.
  • 9 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.