US Bancorp
BTO

US Bancorp’s John Hancock Financial Opportunities Fund BTO Stock Holding History

US Bancorp’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
2024
Q4 		– Sell
-907
Closed -$30.1K – 4165
2024
Q3 		$30.1K Buy
+907
New +$28.6K ﹤0.01% 2971
2020
Q1 		– Sell
-972
Closed -$35K – 3683
2019
Q4 		$35K Hold
972
– – ﹤0.01% 2630
2019
Q3 		$31K Hold
972
– – ﹤0.01% 2662
2019
Q2 		$31K Hold
972
– – ﹤0.01% 2725
2019
Q1 		$31K Buy
972
+860
+768% +$28.6K ﹤0.01% 2688
2018
Q4 		$3K Sell
112
-113
-50% -$3.79K ﹤0.01% 3306
2018
Q3 		$8K Sell
225
-3,075
-93% -$118K ﹤0.01% 3177
2018
Q2 		$123K Sell
3,300
-30
-0.9% -$1.16K ﹤0.01% 2116
2018
Q1 		$128K Sell
3,330
-28
-0.8% -$1.1K ﹤0.01% 2107
2017
Q4 		$132K Sell
3,358
-42
-1% -$1.57K ﹤0.01% 2114
2017
Q3 		$127K Buy
3,400
+212
+7% +$7.36K ﹤0.01% 2101
2017
Q2 		$115K Hold
3,188
– – ﹤0.01% 2122
2017
Q1 		$108K Hold
3,188
– – ﹤0.01% 2113
2016
Q4 		$116K Buy
3,188
+3,000
+1,596% +$94.7K ﹤0.01% 2046
2016
Q3 		$5K Hold
188
– – ﹤0.01% 3152
2016
Q2 		$5K Hold
188
– – ﹤0.01% 3165
2016
Q1 		$5K Sell
188
-241
-56% -$5.56K ﹤0.01% 3157
2015
Q4 		$12K Hold
429
– – ﹤0.01% 2996
2015
Q3 		$11K Sell
429
-70
-14% -$1.89K ﹤0.01% 3051
2015
Q2 		$14K Hold
499
– – ﹤0.01% 3044
2015
Q1 		$12K Sell
499
-536
-52% -$12.1K ﹤0.01% 3079
2014
Q4 		$24K Hold
1,035
– – ﹤0.01% 2819
2014
Q3 		$23K Hold
1,035
– – ﹤0.01% 2805
2014
Q2 		$24K Sell
1,035
-219
-17% -$5.01K ﹤0.01% 2789
2014
Q1 		$31K Sell
1,254
-326
-21% -$7.54K ﹤0.01% 2661
2013
Q4 		$37K Buy
1,580
+81
+5% +$1.81K ﹤0.01% 2545
2013
Q3 		$32K Sell
1,499
-369
-20% -$8.35K ﹤0.01% 2508
2013
Q2 		$40K Buy
+1,868
New +$39.1K ﹤0.01% 2395

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FC
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
AIC
Aurora Investment Counsel Atlanta, Georgia $180M AUM 0.3% 1-Year Est. Return

US Bancorp's BTO Position: Q4 2024 in Review

US Bancorp sold out of John Hancock Financial Opportunities Fund (BTO) in Q4 2024, closing a stake of 907 shares — an estimated $30.1K sold.

US Bancorp first reported a position in BTO in Q2 2013 and held it in 28 quarters. The position peaked at $132K in Q4 2017. 74 funds tracked by Wall St. Rank hold BTO as of Q4 2024.

  • US Bancorp reported no remaining John Hancock Financial Opportunities Fund position as of Q4 2024 after selling out during the quarter.
  • US Bancorp sold 907 John Hancock Financial Opportunities Fund shares in Q4 2024, an estimated $30.1K.
  • US Bancorp first reported a position in John Hancock Financial Opportunities Fund in Q2 2013 and held it in 28 quarters.
  • US Bancorp's John Hancock Financial Opportunities Fund position peaked at $132K in Q4 2017.
  • 74 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q4 2024.

Based on US Bancorp's 13F filing for Q4 2024, filed 5 Feb 2025.