WAU
BTO

Wellington-Altus USA’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Wellington-Altus USA’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 		$3.59K Hold
100
– – ﹤0.01% 622
2026
Q1 		$3.94K Hold
100
– – ﹤0.01% 649
2025
Q4 		$3.51K Buy
+100
New +$3.46K ﹤0.01% 635

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
FC
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

Wellington-Altus USA's BTO Position: Q2 2026 in Review

Wellington-Altus USA held its John Hancock Financial Opportunities Fund (BTO) position steady in Q2 2026 at 100 shares worth $3.59K. The position accounts for ﹤0.01% of the portfolio, ranked #622.

Wellington-Altus USA first reported a position in BTO in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.94K in Q1 2026. 83 funds tracked by Wall St. Rank hold BTO as of Q2 2026.

  • Wellington-Altus USA held 100 shares of John Hancock Financial Opportunities Fund worth $3.59K as of Q2 2026.
  • Wellington-Altus USA left its John Hancock Financial Opportunities Fund share count unchanged in Q2 2026.
  • John Hancock Financial Opportunities Fund made up ﹤0.01% of Wellington-Altus USA's portfolio in Q2 2026, its #622 holding.
  • Wellington-Altus USA first reported a position in John Hancock Financial Opportunities Fund in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's John Hancock Financial Opportunities Fund position peaked at $3.94K in Q1 2026.
  • 83 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.