Shaker Financial Services, LLC
- SEC CIK
- 0001511794
- Latest filing
- Jul 15, 2026
BTO holding history
John Hancock Financial Opportunities Fund in every 13F filed by Shaker Financial Services, LLC, 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)
- 22,755
- Value
- $897.0K
- % of portfolio
- 0.3%
- Quarters held
- 6
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 22,755 | $897.0K | 0.3% | +22,755 | New | Holders |
| Q1 2026 | 0 | $0 | 0.0% | −10,576−100.0% | Sold out | Holders |
| Q4 2025 | 10,576 | $371.0K | 0.1% | +10,576 | New | Holders |
| Q1 2025 | 0 | $0 | 0.0% | −26,308−100.0% | Sold out | Holders |
| Q4 2024 | 26,308 | $938.9K | 0.4% | −33,346−55.9% | Reduced | Holders |
| Q3 2024 | 59,654 | $1.98M | 0.7% | +18,814+46.1% | Added | Holders |
| Q2 2024 | 40,840 | $1.14M | 0.5% | +19,629+92.5% | Added | Holders |
| Q1 2024 | 21,211 | $627.4K | 0.2% | +21,211 | New | Holders |