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 Q2	$4.93K	Hold	125	–	–	﹤0.01%	602
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 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

Tidemark's BTO Position: Q2 2026 in Review

Tidemark held its John Hancock Financial Opportunities Fund (BTO) position steady in Q2 2026 at 125 shares worth $4.93K. The position accounts for ﹤0.01% of the portfolio, ranked #602.

Tidemark first reported a position in BTO in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.03K in Q4 2024. 83 funds tracked by Wall St. Rank hold BTO as of Q2 2026.

Tidemark held 125 shares of John Hancock Financial Opportunities Fund worth $4.93K as of Q2 2026.
Tidemark left its John Hancock Financial Opportunities Fund share count unchanged in Q2 2026.
John Hancock Financial Opportunities Fund made up ﹤0.01% of Tidemark's portfolio in Q2 2026, its #602 holding.
Tidemark first reported a position in John Hancock Financial Opportunities Fund in Q4 2024 and has held it in 7 quarters since.
Tidemark's John Hancock Financial Opportunities Fund position peaked at $8.03K in Q4 2024.
83 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.