MORGAN STANLEY

Position in BTO — John Hancock Financial Opportunities Fund

CIK 895421 NEW YORK, NY

Back to BTO Full portfolio

Position in BTO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$49,613,497

+$6,941,901 QoQ

Shares Held

1,258,587

+5.8% QoQ

Ownership

6.35%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

of 84 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in BTO Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

MORGAN STANLEY holds $26,926,321,690 across 473 Asset Management names. BTO ranks #86 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	34,842,332	$4,099,897,196
2	BLK	BlackRock, Inc.	3,487,404	$3,353,348,182
3	APO	Apollo Global Management, Inc.	8,937,664	$1,057,415,020
4	KKR	KKR & Co. Inc.	9,004,913	$826,470,907
5	STT	State Street Corp	4,731,988	$802,545,157
6	AMP	Ameriprise Financial Inc	1,743,842	$800,004,946
7	BN	BROOKFIELD Corp /ON/	13,738,306	$585,114,445
8	AMG	Affiliated Managers Group, Inc.	1,487,219	$503,274,901

All Filings in BTO

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$49,613,497	1,258,587	+5.8%	Shares	Defined	2026-08-13
2026-03-31	$42,671,596	1,189,618	+0.0%	Shares	Defined	2026-05-15
2025-12-31	$41,729,517	1,189,553	-2.3%	Shares	Defined	2026-05-27
2025-09-30	$43,829,898	1,218,174	-0.8%	Shares	Defined	2026-05-27
2025-06-30	$43,500,683	1,228,139	-1.9%	Shares	Defined	2025-08-15
2025-03-31	$42,715,713	1,252,293	-2.9%	Shares	Defined	2025-05-15
2024-12-31	$46,048,913	1,290,247	+1.0%	Shares	Defined	2025-05-15
2024-09-30	$42,360,108	1,277,446	+1.0%	Shares	Defined	2025-05-14
2024-06-30	$35,430,044	1,264,907	-5.4%	Shares	Defined	2025-05-14
2024-03-31	$39,533,963	1,336,510	-0.7%	Shares	Defined	2024-10-17
2023-12-31	$40,473,150	1,345,517	+3.3%	Shares	Defined	2024-08-16
2023-09-30	$34,198,607	1,302,308	-1.7%	Shares	Defined	2023-11-15
2023-06-30	$35,520,192	1,324,392	-12.7%	Shares	Defined	2023-08-14
2023-03-31	$46,351,381	1,517,727	-5.5%	Shares	Defined	2023-05-15
2022-12-31	$53,517,344	1,606,645	-6.6%	Shares	Defined	2023-02-14
2022-09-30	$54,265,936	1,719,453	+3.5%	Shares	Defined	2022-11-14
2022-06-30	$61,663,201	1,660,738	+1.5%	Shares	Defined	2022-10-27
2022-03-31	$65,798,515	1,636,779	+1.8%	Shares	Defined	2022-10-27
2021-12-31	$74,922,776	1,608,130	+2.9%	Shares	Defined	2022-02-14
2021-09-30	$66,465,860	1,563,167	+1.5%	Shares	Defined	2021-11-15
2021-06-30	$57,835,737	1,540,643	+5.1%	Shares	Defined	2021-08-23
2021-03-31	$56,343,391	1,465,749	+4.5%	Shares	Defined	2021-05-17
2020-12-31	$42,578,439	1,402,914	+1.3%	Shares	Defined	2021-02-16
2020-09-30	$29,690,622	1,385,470	-0.6%	Shares	Defined	2020-11-13
2020-06-30	$31,977,061	1,393,336	+6.3%	Shares	Defined	2020-08-14
2020-03-31	$24,034,642	1,310,504	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.