T
BTO

Tidemark’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Tidemark’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 		$4.48K Hold
125
– – ﹤0.01% 566
2025
Q4 		$4.38K Hold
125
– – ﹤0.01% 516
2025
Q3 		$4.5K Hold
125
– – ﹤0.01% 536
2025
Q2 		$4.43K Sell
125
-100
-44% -$3.29K ﹤0.01% 537
2025
Q1 		$7.67K Hold
225
– – ﹤0.01% 463
2024
Q4 		$8.03K Buy
+225
New +$8.07K ﹤0.01% 461

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

Tidemark's BTO Position: Q1 2026 in Review

Tidemark held its John Hancock Financial Opportunities Fund (BTO) position steady in Q1 2026 at 125 shares worth $4.48K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Tidemark first reported a position in BTO in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.03K in Q4 2024. 78 funds tracked by Wall St. Rank hold BTO as of Q1 2026.

  • Tidemark held 125 shares of John Hancock Financial Opportunities Fund worth $4.48K as of Q1 2026.
  • Tidemark left its John Hancock Financial Opportunities Fund share count unchanged in Q1 2026.
  • John Hancock Financial Opportunities Fund made up ﹤0.01% of Tidemark's portfolio in Q1 2026, its #566 holding.
  • Tidemark first reported a position in John Hancock Financial Opportunities Fund in Q4 2024 and has held it in 6 quarters since.
  • Tidemark's John Hancock Financial Opportunities Fund position peaked at $8.03K in Q4 2024.
  • 78 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2026.

Based on Tidemark's 13F filing for Q1 2026, filed 7 May 2026.