TFA
BTO

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

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 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
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 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

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. 8 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.
  • 8 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.