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 Q3	$14.3M	Sell	399,073 -12,320	-3%	-$486K	2.97%	8
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 New York $1.96T AUM 27.49% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

FCA Corp Houston, Texas $409M AUM 16.43% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Alessandra Capital Management Torrance, California $142M AUM 42.73% 1-Year Est. Return

Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Z3 Capital Partners's BTO Position: Q3 2026 in Review

Z3 Capital Partners reduced its John Hancock Financial Opportunities Fund (BTO) stake by 3% in Q3 2026, selling an estimated $486K and leaving 399,073 shares worth $14.3M. The position accounts for 2.97% of the portfolio, ranked #8.

Z3 Capital Partners first reported a position in BTO in Q4 2025 and has held it in 4 quarters since. The position peaked at $16.2M in Q2 2026. 71 funds tracked by Wall St. Rank hold BTO as of Q3 2026.

Z3 Capital Partners held 399,073 shares of John Hancock Financial Opportunities Fund worth $14.3M as of Q3 2026.
Z3 Capital Partners sold 12,320 John Hancock Financial Opportunities Fund shares in Q3 2026, an estimated $486K.
John Hancock Financial Opportunities Fund made up 2.97% of Z3 Capital Partners's portfolio in Q3 2026, its #8 holding.
Z3 Capital Partners first reported a position in John Hancock Financial Opportunities Fund in Q4 2025 and has held it in 4 quarters since.
Z3 Capital Partners's John Hancock Financial Opportunities Fund position peaked at $16.2M in Q2 2026.
71 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q3 2026.

Based on Z3 Capital Partners's 13F filing for Q3 2026, filed 10 Nov 2026.