Benjamin Edwards Inc

SEC CIK: 0001451623
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

BTO holding history

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

BTO overview All 13F holders of BTO Full Q2 2026 holdings

Shares (Q2 2026): 13,723
Value: $540.9K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of BTO by Benjamin Edwards Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	13,723	$540.9K	<0.1%	+332+2.5%	Added	Holders
Q1 2026	13,391	$480.3K	<0.1%	00.0%	Unchanged	Holders
Q4 2025	13,391	$469.7K	<0.1%	+213+1.6%	Added	Holders
Q3 2025	13,178	$474.1K	<0.1%	+13,178	New	Holders