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D.A. Davidson & Co.

SEC CIK
0001080107
Latest filing
Jul 24, 2026

BTO holding history

John Hancock Financial Opportunities Fund in every 13F filed by D.A. Davidson & Co., 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)
9,035
Value
$356.2K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of BTO by D.A. Davidson & Co., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,035$356.2K<0.1%+14+0.2%AddedHolders
Q1 20269,021$323.6K<0.1%+15+0.2%AddedHolders
Q4 20259,006$315.9K<0.1%−1,811−16.7%ReducedHolders
Q3 202510,817$389.2K<0.1%+14+0.1%AddedHolders
Q2 202510,803$382.6K<0.1%−486−4.3%ReducedHolders
Q1 202511,289$385.1K<0.1%+15+0.1%AddedHolders
Q4 202411,274$402.4K<0.1%+162+1.5%AddedHolders
Q3 202411,112$368.5K<0.1%−485−4.2%ReducedHolders
Q2 202411,597$324.9K<0.1%−2,434−17.3%ReducedHolders
Q1 202414,031$415.0K<0.1%+15+0.1%AddedHolders
Q4 202314,016$421.6K<0.1%−1,033−6.9%ReducedHolders
Q3 202315,049$395.2K<0.1%+266+1.8%AddedHolders
Q2 202314,783$396.5K<0.1%+666+4.7%AddedHolders
Q1 202314,117$431.2K<0.1%+3,562+33.7%AddedHolders
Q4 202210,555$351.6K<0.1%−338−3.1%ReducedHolders
Q3 202210,893$344.0K<0.1%+13+0.1%AddedHolders
Q2 202210,880$404.0K<0.1%+11+0.1%AddedHolders
Q1 202210,869$437.0K<0.1%+7+0.1%AddedHolders
Q4 202110,862$506.0K<0.1%+12+0.1%AddedHolders
Q3 202110,850$461.0K<0.1%−203−1.8%ReducedHolders
Q2 202111,053$415.0K<0.1%+166+1.5%AddedHolders
Q1 202110,887$418.0K<0.1%––Holders

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