BTO HANCOCK JOHN FINL OPPTYS FD

Ownership history in OPPENHEIMER & CO INC  ·  24 quarters on record

AI Ownership Summary

OPPENHEIMER & CO INC reported HANCOCK JOHN FINL OPPTYS FD (BTO) in 24 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows BTO at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BTO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OPPENHEIMER & CO INC's position in HANCOCK JOHN FINL OPPTYS FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BTO was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How OPPENHEIMER & CO INC held BTO — position size vs. price
% of Fund (quarterly)    BTO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 27,890 -504 -1.8% 0.01% $1.0M 2026-04-24 $36.28
2025 Q4 REDUCED 28,394 -1,339 -4.5% 0.01% $996K 2026-02-02 $37.66
2025 Q3 ADDED 29,733 +211 +0.7% 0.01% $1.1M 2025-11-06 $32.19
2025 Q2 ADDED 29,522 +994 +3.5% 0.01% $1.0M 2025-07-31 $33.23
2025 Q1 ADDED 28,528 +5,672 +24.8% 0.01% $973K 2025-04-23 $29.36
2024 Q4 REDUCED 22,856 -1,134 -4.7% 0.01% $816K 2025-02-05 $34.72
2024 Q3 REDUCED 23,990 -2,649 -9.9% 0.01% $796K 2024-11-05 $30.71
2024 Q2 ADDED 26,639 +302 +1.1% 0.01% $746K 2024-08-08 $26.88
2024 Q1 ADDED 26,337 +831 +3.3% 0.01% $779K 2024-05-07 $24.50
2023 Q4 ADDED 25,506 +7,440 +41.2% 0.01% $767K 2024-02-13 $23.53
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About OPPENHEIMER & CO INC and BTO

These are the practical questions this page is built to answer before you even open the full history table.

How long has OPPENHEIMER & CO INC reported owning BTO?

OPPENHEIMER & CO INC reported BTO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BTO position in OPPENHEIMER & CO INC's portfolio?

The largest reported portfolio weight for BTO was 0.01% in 2025 Q1.

What is the latest reported BTO position on this page?

The most recent filing on this page is 2026 Q1, when OPPENHEIMER & CO INC reported 27,890 shares, equal to 0.01% of portfolio, with an estimated market value of $1.0M.

What does the chart on this BTO ownership page compare?

The chart compares OPPENHEIMER & CO INC's quarterly BTO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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