Toth Financial Advisory’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Toth Financial 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 Q2	$19.9K	Buy	505 +3	+0.6%	+$111	﹤0.01%	506
2026 Q1	$18K	Sell	502 -429	-46%	-$15.6K	﹤0.01%	496
2025 Q4	$32.7K	Buy	931 +61	+7%	+$2.11K	﹤0.01%	413
2025 Q3	$31.3K	Buy	870 +90	+12%	+$3.25K	﹤0.01%	418
2025 Q2	$27.6K	Hold	780	–	–	﹤0.01%	396
2025 Q1	$26.6K	Buy	780 +35	+5%	+$1.24K	﹤0.01%	366
2024 Q4	$26.6K	Buy	745 +75	+11%	+$2.69K	﹤0.01%	371
2024 Q3	$22.2K	Buy	670 +10	+2%	+$316	﹤0.01%	373
2024 Q2	$18.5K	Buy	660 +100	+18%	+$2.78K	﹤0.01%	403
2024 Q1	$16.6K	Hold	560	–	–	﹤0.01%	404
2023 Q4	$16.8K	Hold	560	–	–	﹤0.01%	412
2023 Q3	$14.7K	Buy	560 +55	+11%	+$1.53K	﹤0.01%	407
2023 Q2	$13.5K	Buy	505 +400	+381%	+$10.8K	﹤0.01%	433
2023 Q1	$3.21K	Buy	+105	New	+$3.59K	﹤0.01%	596

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

Toth Financial Advisory's BTO Position: Q2 2026 in Review

Toth Financial Advisory increased its John Hancock Financial Opportunities Fund (BTO) stake by 0.6% in Q2 2026, buying an estimated $111 and bringing the position to 505 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

Toth Financial Advisory first reported a position in BTO in Q1 2023 and has held it in 14 quarters since. The position peaked at $32.7K in Q4 2025. 83 funds tracked by Wall St. Rank hold BTO as of Q2 2026.

Toth Financial Advisory held 505 shares of John Hancock Financial Opportunities Fund worth $19.9K as of Q2 2026.
Toth Financial Advisory bought 3 John Hancock Financial Opportunities Fund shares in Q2 2026, an estimated $111.
John Hancock Financial Opportunities Fund made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #506 holding.
Toth Financial Advisory first reported a position in John Hancock Financial Opportunities Fund in Q1 2023 and has held it in 14 quarters since.
Toth Financial Advisory's John Hancock Financial Opportunities Fund position peaked at $32.7K in Q4 2025.
83 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.