STEPHENS INC /AR/
Position in BTO — John Hancock Financial Opportunities Fund
CIK 757657
LITTLE ROCK, AR
Position in BTO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$321,233
-$21,289 QoQ
Shares Held
8,149
-14.7% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#45
of 84 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in BTO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026STEPHENS INC /AR/ holds $200,793,081 across 80 Asset Management names. BTO ranks #42 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
303,289 | $35,688,016 | |
| 2 | APO |
Apollo Global Management, Inc.
|
215,221 | $25,462,796 | |
| 3 | ARCC |
Ares Capital Corp
|
1,186,676 | $21,989,106 | |
| 4 | KKR |
KKR & Co. Inc.
|
198,246 | $18,195,017 | |
| 5 | OBDC |
Blue Owl Capital Corp
|
1,550,470 | $16,853,608 | |
| 6 | OTF |
Blue Owl Technology Finance Corp.
|
1,379,124 | $14,273,933 | |
| 7 | BLK |
BlackRock, Inc.
|
10,150 | $9,759,834 | |
| 8 | NXP |
Nuveen Select Tax Free Income Portfolio
|
676,632 | $9,682,603 |
All Filings in BTO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $321,233 | 8,149 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $342,522 | 9,549 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $494,803 | 14,105 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $452,052 | 12,564 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $456,528 | 12,889 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $425,999 | 12,489 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $463,577 | 12,989 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $1,484,142 | 44,757 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $322,787 | 11,524 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $257,346 | 8,700 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $619,437 | 20,593 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $268,508 | 10,225 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $961,872 | 35,864 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,446,160 | 47,353 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $358,915 | 10,775 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,550,921 | 49,142 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $372,228 | 10,025 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $407,025 | 10,125 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $478,619 | 10,273 | Shares | Defined | 2022-03-07 | |
| 2021-09-30 | $419,799 | 9,873 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $284,327 | 7,574 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $1,696,587 | 44,136 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,236,610 | 40,745 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $636,706 | 29,711 | Shares | Defined | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||