Triumph Capital Management’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Triumph Capital 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 Q3	$374K	Buy	10,428 +178	+2%	+$7.02K	0.07%	274
2026 Q2	$404K	Sell	10,250 -52	-0.5%	-$1.93K	0.07%	255
2026 Q1	$370K	Sell	10,302 -9,070	-47%	-$329K	0.08%	232
2025 Q4	$680K	Buy	19,372 +39	+0.2%	+$1.35K	0.15%	134
2025 Q3	$696K	Sell	19,333 -7,307	-27%	-$264K	0.19%	123
2025 Q2	$944K	Buy	26,640 +135	+0.5%	+$4.45K	0.28%	84
2025 Q1	$904K	Buy	26,505 +3,440	+15%	+$122K	0.3%	78
2024 Q4	$823K	Buy	23,065 +2,743	+13%	+$98.3K	0.28%	85
2024 Q3	$674K	Buy	+20,322	New	+$642K	0.24%	103

Other funds holding BTO

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Triumph Capital Management's BTO Position: Q3 2026 in Review

Triumph Capital Management increased its John Hancock Financial Opportunities Fund (BTO) stake by 1.7% in Q3 2026, buying an estimated $7.02K and bringing the position to 10,428 shares worth $374K. The position accounts for 0.07% of the portfolio, ranked #274.

Triumph Capital Management first reported a position in BTO in Q3 2024 and has held it in 9 quarters since. The position peaked at $944K in Q2 2025. 11 funds tracked by Wall St. Rank hold BTO as of Q3 2026.

Triumph Capital Management held 10,428 shares of John Hancock Financial Opportunities Fund worth $374K as of Q3 2026.
Triumph Capital Management bought 178 John Hancock Financial Opportunities Fund shares in Q3 2026, an estimated $7.02K.
John Hancock Financial Opportunities Fund made up 0.07% of Triumph Capital Management's portfolio in Q3 2026, its #274 holding.
Triumph Capital Management first reported a position in John Hancock Financial Opportunities Fund in Q3 2024 and has held it in 9 quarters since.
Triumph Capital Management's John Hancock Financial Opportunities Fund position peaked at $944K in Q2 2025.
11 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.