Wells Fargo
BTO

Wells Fargo’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Wells Fargo’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 		$23.4M Sell
653,442
-13,750
-2% -$499K ﹤0.01% 1410
2025
Q4 		$23.4M Buy
667,192
+23,822
+4% +$825K ﹤0.01% 1393
2025
Q3 		$23.1M Buy
643,370
+50,977
+9% +$1.84M ﹤0.01% 1382
2025
Q2 		$21M Buy
592,393
+3,738
+0.6% +$123K ﹤0.01% 1373
2025
Q1 		$20.1M Buy
588,655
+11,230
+2% +$399K ﹤0.01% 1340
2024
Q4 		$20.6M Sell
577,425
-19,016
-3% -$682K ﹤0.01% 1334
2024
Q3 		$19.8M Buy
596,441
+5,656
+1% +$179K ﹤0.01% 1306
2024
Q2 		$16.5M Buy
590,785
+15,173
+3% +$422K ﹤0.01% 1362
2024
Q1 		$17M Sell
575,612
-13,989
-2% -$409K ﹤0.01% 1339
2023
Q4 		$17.7M Hold
589,601
– – ﹤0.01% 1264
2023
Q3 		$15.5M Buy
589,601
+57,587
+11% +$1.6M ﹤0.01% 1260
2023
Q2 		$14.3M Buy
532,014
+75,532
+17% +$2.04M ﹤0.01% 1345
2023
Q1 		$13.9M Buy
456,482
+87,251
+24% +$2.98M ﹤0.01% 1350
2022
Q4 		$12.3M Buy
369,231
+22,494
+6% +$762K ﹤0.01% 1407
2022
Q3 		$10.9M Buy
346,737
+3,261
+0.9% +$119K ﹤0.01% 1463
2022
Q2 		$12.8M Sell
343,476
-14,755
-4% -$544K ﹤0.01% 1404
2022
Q1 		$14.4M Buy
358,231
+72,612
+25% +$3.23M ﹤0.01% 1550
2021
Q4 		$13.3M Sell
285,619
-12,295
-4% -$540K ﹤0.01% 1630
2021
Q3 		$12.7M Buy
297,914
+8,279
+3% +$335K ﹤0.01% 2015
2021
Q2 		$10.9M Buy
289,635
+33,474
+13% +$1.33M ﹤0.01% 2160
2021
Q1 		$9.85M Buy
256,161
+24,241
+10% +$846K ﹤0.01% 2206
2020
Q4 		$7.04M Sell
231,920
-6,176
-3% -$162K ﹤0.01% 2414
2020
Q3 		$5.1M Sell
238,096
-34,504
-13% -$757K ﹤0.01% 2486
2020
Q2 		$6.26M Sell
272,600
-69,849
-20% -$1.51M ﹤0.01% 2260
2020
Q1 		$6.28M Sell
342,449
-50,919
-13% -$1.51M ﹤0.01% 2056
2019
Q4 		$14.3M Buy
393,368
+13,054
+3% +$446K ﹤0.01% 1689
2019
Q3 		$12.2M Buy
380,314
+48,809
+15% +$1.55M ﹤0.01% 1798
2019
Q2 		$10.7M Buy
331,505
+114,269
+53% +$3.72M ﹤0.01% 1916
2019
Q1 		$6.93M Sell
217,236
-33,810
-13% -$1.12M ﹤0.01% 2238
2018
Q4 		$7.01M Buy
251,046
+3,079
+1% +$103K ﹤0.01% 2134
2018
Q3 		$9.18M Buy
247,967
+15,176
+7% +$580K ﹤0.01% 2146
2018
Q2 		$8.66M Buy
232,791
+2,152
+0.9% +$83.4K ﹤0.01% 2192
2018
Q1 		$8.85M Buy
230,639
+14,400
+7% +$566K ﹤0.01% 2124
2017
Q4 		$8.5M Sell
216,239
-91,017
-30% -$3.4M ﹤0.01% 2114
2017
Q3 		$11.4M Buy
307,256
+1,808
+0.6% +$62.8K ﹤0.01% 1867
2017
Q2 		$11M Buy
305,448
+11,246
+4% +$392K ﹤0.01% 1842
2017
Q1 		$10M Buy
294,202
+14,752
+5% +$529K ﹤0.01% 1885
2016
Q4 		$10.1M Buy
279,450
+32,587
+13% +$1.03M ﹤0.01% 1840
2016
Q3 		$6.85M Buy
246,863
+12,358
+5% +$335K ﹤0.01% 2035
2016
Q2 		$6.01M Sell
234,505
-121,950
-34% -$3.08M ﹤0.01% 2185
2016
Q1 		$8.66M Sell
356,455
-16,766
-4% -$387K ﹤0.01% 1911
2015
Q4 		$10.5M Sell
373,221
-73,647
-16% -$2M ﹤0.01% 1798
2015
Q3 		$11.3M Buy
446,868
+266,564
+148% +$7.21M ﹤0.01% 1716
2015
Q2 		$4.9M Buy
180,304
+28,226
+19% +$704K ﹤0.01% 2430
2015
Q1 		$3.56M Buy
152,078
+2,361
+2% +$53.5K ﹤0.01% 2617
2014
Q4 		$3.53M Buy
149,717
+7,651
+5% +$174K ﹤0.01% 2596
2014
Q3 		$3.16M Buy
142,066
+11,739
+9% +$266K ﹤0.01% 2681
2014
Q2 		$3.02M Buy
130,327
+10,914
+9% +$250K ﹤0.01% 2712
2014
Q1 		$2.87M Buy
119,413
+39,473
+49% +$914K ﹤0.01% 2732
2013
Q4 		$1.88M Buy
79,940
+2,492
+3% +$55.7K ﹤0.01% 2980
2013
Q3 		$1.66M Buy
77,448
+18,871
+32% +$427K ﹤0.01% 3001
2013
Q2 		$1.25M Buy
+58,577
New +$1.23M ﹤0.01% 3135

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
ACM
Alessandra Capital Management Torrance, California $141M AUM

Wells Fargo's BTO Position: Q1 2026 in Review

Wells Fargo reduced its John Hancock Financial Opportunities Fund (BTO) stake by 2.1% in Q1 2026, selling an estimated $499K and leaving 653,442 shares worth $23.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1410.

Wells Fargo first reported a position in BTO in Q2 2013 and has held it in 52 quarters since. 78 funds tracked by Wall St. Rank hold BTO as of Q1 2026.

  • Wells Fargo held 653,442 shares of John Hancock Financial Opportunities Fund worth $23.4M as of Q1 2026.
  • Wells Fargo sold 13,750 John Hancock Financial Opportunities Fund shares in Q1 2026, an estimated $499K.
  • John Hancock Financial Opportunities Fund made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #1410 holding.
  • Wells Fargo first reported a position in John Hancock Financial Opportunities Fund in Q2 2013 and has held it in 52 quarters since.
  • 78 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.