STEPHENS INC /AR/ BTO — HANCOCK JOHN FINL OPPTYS FD

Ownership history in STEPHENS INC /AR/  ·  24 quarters on record

AI Ownership Summary

STEPHENS INC /AR/ reported HANCOCK JOHN FINL OPPTYS FD (BTO) in 24 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.02% in 2024 Q3. The latest visible filing shows BTO at 0.00% 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 STEPHENS INC /AR/'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 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q3

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.

BTO stock page STEPHENS INC /AR/ fund profile STEPHENS INC /AR/ full holdings
How STEPHENS INC /AR/ 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 Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 9,549 -4,556 -32.3% 0.00% $343K 2026-04-28 $37.34
2025 Q4 ADDED — — — 14,105 +1,541 +12.3% 0.01% $495K 2026-02-05 $38.40
2025 Q3 REDUCED — — — 12,564 -325 -2.5% 0.01% $452K 2025-10-27 $33.20
2025 Q2 ADDED — — — 12,889 +400 +3.2% 0.01% $457K 2025-07-29 $33.69
2025 Q1 REDUCED — — — 12,489 -500 -3.8% 0.01% $426K 2025-05-01 $29.95
2024 Q4 REDUCED 71.0% -2.5% ✅ 12,989 -31,768 -71.0% 0.01% $464K 2025-01-28 $33.93
2024 Q3 ADDED — — — 44,757 +33,233 +288.4% 0.02% $1.5M 2024-10-28 $30.54
2024 Q2 ADDED — — — 11,524 +2,824 +32.5% 0.00% $323K 2024-08-06 $26.51
2024 Q1 REDUCED 57.8% -1.5% ✅ 8,700 -11,893 -57.8% 0.00% $257K 2024-05-15 $24.80
2023 Q4 ADDED — — — 20,593 +10,368 +101.4% 0.01% $619K 2024-02-13 $23.53
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BTO

As of 2026 Q1 — sorted by position size

Alessandra Capital Management, LLC 1.85% Gilliland Jeter Wealth Management LLC 0.4% Samalin Investment Counsel, LLC 3Y 0.27% Redwood Wealth Management Group, LLC 3Y 0.14% Tennessee Valley Asset Management Partners 3Y 0.1% Abel Hall, LLC 0.06% Indivisible Partners 0.03% Janney Montgomery Scott LLC 3Y 7Y 0.02% World Investment Advisors 3Y 7Y 0.01% OPPENHEIMER & CO INC 3Y 7Y 0.01%

FAQ About STEPHENS INC /AR/ and BTO

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

How long has STEPHENS INC /AR/ reported owning BTO?

STEPHENS INC /AR/ reported BTO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BTO position in STEPHENS INC /AR/'s portfolio?

The largest reported portfolio weight for BTO was 0.02% in 2024 Q3.

What is the latest reported BTO position on this page?

The most recent filing on this page is 2026 Q1, when STEPHENS INC /AR/ reported 9,549 shares, equal to 0.00% of portfolio, with an estimated market value of $343K.

What does the chart on this BTO ownership page compare?

The chart compares STEPHENS INC /AR/'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.

How well did STEPHENS INC /AR/ time their BTO position?

Based on 13F filing dates vs. subsequent BTO price moves, STEPHENS INC /AR/ correctly timed 12 out of 23 reported position changes (52%).

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