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Livermore
Livermore
ZHEN

Stephens Inc

SEC CIK
0000757657
Latest filing
Jul 29, 2026

BTO holding history

John Hancock Financial Opportunities Fund in every 13F filed by Stephens Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BTO overviewAll 13F holders of BTOFull Q2 2026 holdings

Shares (Q2 2026)
8,149
Value
$321.2K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of BTO by Stephens Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,149$321.2K<0.1%−1,400−14.7%ReducedHolders
Q1 20269,549$342.5K<0.1%−4,556−32.3%ReducedHolders
Q4 202514,105$494.8K<0.1%+1,541+12.3%AddedHolders
Q3 202512,564$452.1K<0.1%−325−2.5%ReducedHolders
Q2 202512,889$456.5K<0.1%+400+3.2%AddedHolders
Q1 202512,489$426.0K<0.1%−500−3.8%ReducedHolders
Q4 202412,989$463.6K<0.1%−31,768−71.0%ReducedHolders
Q3 202444,757$1.48M<0.1%+33,233+288.4%AddedHolders
Q2 202411,524$322.8K<0.1%+2,824+32.5%AddedHolders
Q1 20248,700$257.3K<0.1%−11,893−57.8%ReducedHolders
Q4 202320,593$619.4K<0.1%+10,368+101.4%AddedHolders
Q3 202310,225$268.5K<0.1%−25,639−71.5%ReducedHolders
Q2 202335,864$961.9K<0.1%−11,489−24.3%ReducedHolders
Q1 202347,353$1.45M<0.1%+36,578+339.5%AddedHolders
Q4 202210,775$358.9K<0.1%−38,367−78.1%ReducedHolders
Q3 202249,142$1.55M<0.1%+39,117+390.2%AddedHolders
Q2 202210,025$372.0K<0.1%−100−1.0%ReducedHolders
Q1 202210,125$407.0K<0.1%−148−1.4%ReducedHolders
Q4 202110,273$479.0K<0.1%+400+4.1%AddedHolders
Q3 20219,873$420.0K<0.1%+2,299+30.4%AddedHolders
Q2 20217,574$284.0K<0.1%−36,562−82.8%ReducedHolders
Q1 202144,136$1.70M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.