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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Triumph Capital Management's BTO Position: Q1 2026 in Review

Triumph Capital Management reduced its John Hancock Financial Opportunities Fund (BTO) stake by 47% in Q1 2026, selling an estimated $329K and leaving 10,302 shares worth $370K. The position accounts for 0.08% of the portfolio, ranked #232.

Triumph Capital Management first reported a position in BTO in Q3 2024 and has held it in 7 quarters since. The position peaked at $944K in Q2 2025. 78 funds tracked by Wall St. Rank hold BTO as of Q1 2026.

Triumph Capital Management held 10,302 shares of John Hancock Financial Opportunities Fund worth $370K as of Q1 2026.
Triumph Capital Management sold 9,070 John Hancock Financial Opportunities Fund shares in Q1 2026, an estimated $329K.
John Hancock Financial Opportunities Fund made up 0.08% of Triumph Capital Management's portfolio in Q1 2026, its #232 holding.
Triumph Capital Management first reported a position in John Hancock Financial Opportunities Fund in Q3 2024 and has held it in 7 quarters since.
Triumph Capital Management's John Hancock Financial Opportunities Fund position peaked at $944K in Q2 2025.
78 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2026.

Based on Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.