ZCP
BTO

Z3 Capital Partners’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Z3 Capital Partners’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 		$16.2M Buy
411,393
+2,432
+0.6% +$90.3K 3.4% 7
2026
Q1 		$14.7M Buy
408,961
+5,373
+1% +$195K 3.72% 5
2025
Q4 		$14.2M Buy
+403,588
New +$14M 3.4% 6

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
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
ACM
Alessandra Capital Management Torrance, California $141M AUM
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Z3 Capital Partners's BTO Position: Q2 2026 in Review

Z3 Capital Partners increased its John Hancock Financial Opportunities Fund (BTO) stake by 0.59% in Q2 2026, buying an estimated $90.3K and bringing the position to 411,393 shares worth $16.2M. The position accounts for 3.4% of the portfolio, ranked #7.

Z3 Capital Partners first reported a position in BTO in Q4 2025 and has held it in 3 quarters since. 80 funds tracked by Wall St. Rank hold BTO as of Q2 2026.

  • Z3 Capital Partners held 411,393 shares of John Hancock Financial Opportunities Fund worth $16.2M as of Q2 2026.
  • Z3 Capital Partners bought 2,432 John Hancock Financial Opportunities Fund shares in Q2 2026, an estimated $90.3K.
  • John Hancock Financial Opportunities Fund made up 3.4% of Z3 Capital Partners's portfolio in Q2 2026, its #7 holding.
  • Z3 Capital Partners first reported a position in John Hancock Financial Opportunities Fund in Q4 2025 and has held it in 3 quarters since.
  • 80 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2026.

Based on Z3 Capital Partners's 13F filing for Q2 2026, filed 28 Jul 2026.