JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND
CIK: 0000925683
BTO
Equity
About this Fund
JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND is a leading mutual fund company that has been at the forefront of asset management and investment solutions for discerning investors. With a rich history of navigating complex market landscapes, the company has established itself as a trusted partner for individuals seeking to grow their wealth through a diverse portfolio of mutual funds. The company's extensive range of offerings includes equity funds, debt funds, hybrid funds, and other specialized investment vehicles, each carefully crafted to cater to the unique needs and risk profiles of its valued clients. By leveraging its expertise in wealth management and a deep understanding of the investment ecosystem, JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND empowers investors to make informed decisions and achieve their long-term financial goals. The company's investor-centric approach is reflected in its commitment to providing transparent, flexible, and cost-effective investment solutions, including systematic investment plans (SIPs) that enable investors to invest a fixed amount of money at regular intervals, thereby promoting discipline and consistency in their investment strategy. As a stalwart in the mutual fund industry, JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND has built a reputation for its unwavering focus on delivering exceptional investment experiences, underpinned by a rigorous research process, a talented team of investment professionals, and a robust risk management framework. The company's key strengths lie in its ability to balance risk and return, its adherence to stringent investment guidelines, and its dedication to fostering lasting relationships with its investors. As a result, investors from all walks of life have come to trust JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND for its unrelenting pursuit of excellence, its passion for delivering outstanding investment outcomes, and its tireless commitment to helping them achieve financial freedom and security. With its finger on the pulse of the ever-evolving investment landscape, the company remains poised to capitalize on emerging trends and opportunities, always with the best interests of its investors at heart. By choosing JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND, investors can tap into the collective expertise of a seasoned asset management team, gain access to a broad spectrum of investment products, and benefit from a customer-centric approach that prioritizes their unique needs, goals, and aspirations. Whether investors are seeking to accumulate wealth, generate income, or preserve capital, JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND is dedicated to helping them navigate the complexities of the investment world and achieve a brighter financial future.
Holdings
From latest SEC N-PORT filing · US-listed stocks only
| # | Security Name | CUSIP | Asset Type | Weight % | Value ($M) | Quantity |
|---|---|---|---|---|---|---|
| 1 | HBNC Horizon Bancorp Inc. Since 2026-05-10 | 440407104 | Equity (Common) |
1.20%
|
$8.57 | 505,196 |
| 2 | HBAN Huntington Bancshares Incorporated Since 2026-05-10 | 446150104 | Equity (Common) |
1.59%
|
$11.37 | 655,503 |
| 3 | INDB Independent Bank Corp. Since 2026-05-10 | 453836108 | Equity (Common) |
1.33%
|
$9.50 | 130,022 |
| 4 | INDB Independent Bank Corp. Since 2026-05-10 | 453836AJ7 | Debt |
0.44%
|
$3.12 | 3,000,000 |
| 5 | CBAN Colony Bankcorp Inc. Since 2026-05-10 | 19623P101 | Equity (Common) |
0.24%
|
$1.74 | 97,517 |
| 6 | KEY KeyCorp Since 2026-05-10 | 493267108 | Equity (Common) |
1.26%
|
$8.97 | 434,830 |
| 7 | LARK Landmark Bancorp Inc. Since 2026-05-10 | 51504L107 | Equity (Common) |
0.51%
|
$3.63 | 138,666 |
| 8 | CPF Central Pacific Financial Corp. Since 2026-05-10 | 154760409 | Equity (Common) |
0.63%
|
$4.49 | 144,201 |
| 9 | CHMG Chemung Financial Corporation Since 2026-05-10 | 164024101 | Equity (Common) |
0.50%
|
$3.55 | 63,598 |
| 10 | EWBC East West Bancorp Inc. Since 2026-05-10 | 27579R104 | Equity (Common) |
0.89%
|
$6.33 | 56,285 |
| 11 | EQBK Equity Bancshares Inc. Since 2026-05-10 | 29460X109 | Equity (Common) |
1.06%
|
$7.57 | 169,613 |
| 12 | FMNB Farmers National Banc Corp. Since 2026-05-10 | 309627107 | Equity (Common) |
0.30%
|
$2.16 | 162,398 |
| 13 | FITB Fifth Third Bancorp Since 2026-05-10 | 316773100 | Equity (Common) |
1.55%
|
$11.10 | 237,095 |
| 14 | FNLC The First Bancorp Inc. Since 2026-05-10 | 31866P102 | Equity (Common) |
0.84%
|
$5.98 | 226,174 |
| 15 | BUSE First Busey Corporation Since 2026-05-10 | 319383600 | Equity (Preferred) |
0.72%
|
$5.15 | 200,000 |
| 16 | FFBC First Financial Bancorp. Since 2026-05-10 | 320209109 | Equity (Common) |
1.09%
|
$7.80 | 311,817 |
| 17 | FHN First Horizon Corporation Since 2026-05-10 | 320517105 | Equity (Common) |
1.09%
|
$7.77 | 325,059 |
| 18 | FIBK First Interstate BancSystem Inc. Since 2026-05-10 | 32055YAB8 | Debt |
0.26%
|
$1.89 | 1,850,000 |
| 19 | CVBF CVB Financial Corp. Since 2026-05-10 | 126600105 | Equity (Common) |
0.58%
|
$4.14 | 222,784 |
| 20 | CAC Camden National Corporation Since 2026-05-10 | 133034108 | Equity (Common) |
0.55%
|
$3.93 | 90,567 |
| 21 | CG The Carlyle Group Inc. Since 2026-05-10 | 14316J108 | Equity (Common) |
1.21%
|
$8.65 | 146,317 |
| 22 | SILA Sila Realty Trust Inc. Since 2026-05-10 | 146280508 | Equity (Common) |
0.40%
|
$2.83 | 121,300 |
| 23 | ARES Ares Management Corporation Since 2026-05-10 | 03990B101 | Equity (Common) |
1.11%
|
$7.94 | 49,128 |
| 24 | AVBH Avidbank Holdings Inc. Since 2026-05-10 | 05368J103 | Equity (Common) |
0.96%
|
$6.83 | 257,070 |
| 25 | BANC Banc of California Inc. Since 2026-05-10 | 05990K841 | Equity (Preferred) |
0.32%
|
$2.27 | 90,000 |
| 26 | BMRC Bank of Marin Bancorp Since 2026-05-10 | 063425102 | Equity (Common) |
0.73%
|
$5.21 | 200,182 |
| 27 | BSVN Bank7 Corp. Since 2026-05-10 | 06652N107 | Equity (Common) |
0.67%
|
$4.77 | 116,363 |
| 28 | BANR Banner Corporation Since 2026-05-10 | 06652V208 | Equity (Common) |
0.47%
|
$3.35 | 53,428 |
| 29 | BCML BayCom Corp Since 2026-05-10 | 07272M107 | Equity (Common) |
0.72%
|
$5.11 | 173,874 |
| 30 | BXMT Blackstone Mortgage Trust Inc. Since 2026-05-10 | 09257W100 | Equity (Common) |
0.41%
|
$2.95 | 154,080 |
| 31 | BFST Business First Bancshares Inc. Since 2026-05-10 | 12326C105 | Equity (Common) |
0.67%
|
$4.77 | 182,458 |
| 32 | SRCE 1st Source Corporation Since 2026-05-10 | 336901103 | Equity (Common) |
1.04%
|
$7.41 | 118,620 |
| 33 | FFIC Flushing Financial Corporation Since 2026-05-10 | 343873105 | Equity (Common) |
0.59%
|
$4.24 | 279,362 |
| 34 | GCMG GCM Grosvenor Inc. Since 2026-05-10 | 36831E108 | Equity (Common) |
0.35%
|
$2.48 | 219,284 |
| 35 | GABC German American Bancorp Inc. Since 2026-05-10 | 373865104 | Equity (Common) |
0.68%
|
$4.86 | 124,124 |
| 36 | GSBC Great Southern Bancorp Inc. Since 2026-05-10 | 390905107 | Equity (Common) |
0.35%
|
$2.48 | 40,257 |
| 37 | HBT HBT Financial Inc. Since 2026-05-10 | 404111106 | Equity (Common) |
0.76%
|
$5.41 | 209,443 |
| 38 | CFG Citizens Financial Group Inc. Since 2026-05-10 | 174610105 | Equity (Common) |
1.87%
|
$13.34 | 228,406 |
| 39 | CZWI Citizens Community Bancorp Inc Since 2026-05-10 | 174903104 | Equity (Common) |
0.42%
|
$3.01 | 169,116 |
| 40 | CIVB Civista Bancshares Inc. Since 2026-05-10 | 178867107 | Equity (Common) |
0.78%
|
$5.57 | 250,733 |
| 41 | FBIZ First Business Financial Services Inc. Since 2026-05-10 | 319390100 | Equity (Common) |
0.70%
|
$4.99 | 91,858 |
| 42 | FBIZ First Business Financial Services Inc. Since 2026-05-10 | 319390209 | Equity (Preferred) |
0.52%
|
$3.73 | 4,000 |
| 43 | FCNCA First Citizens BancShares Inc. Since 2026-05-10 | 31946M103 | Equity (Common) |
0.81%
|
$5.77 | 2,688 |
| 44 | AII American Integrity Insurance Group Inc. Since 2026-05-10 | 026948109 | Equity (Common) |
0.64%
|
$4.60 | 220,779 |
| 45 | HFWA Heritage Financial Corporation Since 2026-05-10 | 42722X106 | Equity (Common) |
0.30%
|
$2.14 | 90,346 |
| 46 | WAFD WaFd Inc. Since 2026-05-10 | 938824307 | Equity (Preferred) |
0.49%
|
$3.53 | 210,875 |
| 47 | WASH Washington Trust Bancorp Inc. Since 2026-05-10 | 940610108 | Equity (Common) |
0.55%
|
$3.96 | 133,936 |
| 48 | WAL Western Alliance Bancorporation Since 2026-05-10 | 957638109 | Equity (Common) |
0.62%
|
$4.44 | 52,765 |
| 49 | WTFC Wintrust Financial Corporation Since 2026-05-10 | 97650W702 | Equity (Preferred) |
0.60%
|
$4.32 | 166,700 |
| 50 | PNFP Pinnacle Financial Partners Inc. Since 2026-05-10 | 72346Q104 | Equity (Common) |
1.23%
|
$8.76 | 91,793 |
| 51 | BPOP Popular Inc. Since 2026-05-10 | 733174700 | Equity (Common) |
1.72%
|
$12.27 | 98,514 |
| 52 | PROV Provident Financial Holdings Inc. Since 2026-05-10 | 743868101 | Equity (Common) |
0.24%
|
$1.73 | 108,800 |
| 53 | HWC Hancock Whitney Corporation Since 2026-05-10 | 410120109 | Equity (Common) |
1.63%
|
$11.64 | 182,751 |
| 54 | HTBK Heritage Commerce Corp Since 2026-05-10 | 426927109 | Equity (Common) |
0.86%
|
$6.17 | 513,678 |
| 55 | RWT Redwood Trust Inc. Since 2026-05-10 | 758075865 | Equity (Preferred) |
0.28%
|
$1.98 | 80,000 |
| 56 | RWT Redwood Trust Inc. Since 2026-05-10 | 758075AF2 | Debt |
0.58%
|
$4.16 | 4,179,000 |
| 57 | RF Regions Financial Corporation Since 2026-05-10 | 7591EP100 | Equity (Common) |
1.56%
|
$11.14 | 410,978 |
| 58 | RNST Renasant Corporation Since 2026-05-10 | 75970E107 | Equity (Common) |
1.53%
|
$10.93 | 310,405 |
| 59 | RVSB Riverview Bancorp Inc. Since 2026-05-10 | 769397100 | Equity (Common) |
0.29%
|
$2.10 | 417,954 |
| 60 | SBFG SB Financial Group Inc. Since 2026-05-10 | 78408D105 | Equity (Common) |
0.80%
|
$5.73 | 257,156 |
| 61 | SHBI Shore Bancshares Inc. Since 2026-05-10 | 825107105 | Equity (Common) |
1.01%
|
$7.18 | 406,028 |
| 62 | TSLX Sixth Street Specialty Lending Inc. Since 2026-05-10 | 83012A109 | Equity (Common) |
0.69%
|
$4.96 | 228,214 |
| 63 | BCAL California BanCorp Since 2026-05-10 | 84252A106 | Equity (Common) |
1.19%
|
$8.50 | 455,317 |
| 64 | SMBC Southern Missouri Bancorp Inc. Since 2026-05-10 | 843380106 | Equity (Common) |
0.87%
|
$6.20 | 104,786 |
| 65 | TCBK TriCo Bancshares Since 2026-05-10 | 896095106 | Equity (Common) |
1.27%
|
$9.04 | 190,923 |
| 66 | USB U.S. Bancorp Since 2026-05-10 | 902973304 | Equity (Common) |
1.68%
|
$12.01 | 225,123 |
| 67 | ISTR Investar Holding Corporation Since 2026-05-10 | 46134L204 | Equity (Preferred) |
0.88%
|
$6.25 | 5,000 |
| 68 | OBT Orange County Bancorp Inc. Since 2026-05-10 | 68417L107 | Equity (Common) |
0.49%
|
$3.52 | 123,187 |
| 69 | COLB Columbia Banking System Inc. Since 2026-05-10 | 197236102 | Equity (Common) |
1.25%
|
$8.91 | 318,953 |
| 70 | CTBI Community Bancorp. Since 2026-05-10 | 20343A101 | Equity (Common) |
0.21%
|
$1.50 | 61,507 |
| 71 | VABK Virginia National Bankshares Corporation Since 2026-05-10 | 928031103 | Equity (Common) |
0.48%
|
$3.45 | 86,679 |
| 72 | CTO CTO Realty Growth Inc. Since 2026-05-10 | 22948Q200 | Equity (Preferred) |
0.22%
|
$1.54 | 75,000 |
| 73 | CFR Cullen/Frost Bankers Inc. Since 2026-05-10 | 229899109 | Equity (Common) |
1.53%
|
$10.90 | 86,104 |
| 74 | EBMT Eagle Bancorp Montana Inc. Since 2026-05-10 | 26942G100 | Equity (Common) |
0.43%
|
$3.10 | 155,751 |
| 75 | CBFV CB Financial Services Inc. Since 2026-05-10 | 12479G101 | Equity (Common) |
0.28%
|
$1.99 | 57,155 |
| 76 | CCNE CNB Financial Corporation Since 2026-05-10 | 126128107 | Equity (Common) |
0.30%
|
$2.12 | 80,835 |
| 77 | CCNE CNB Financial Corporation Since 2026-05-10 | 126128206 | Equity (Preferred) |
0.26%
|
$1.88 | 75,200 |
| 78 | AGO Assured Guaranty Ltd. Since 2026-05-10 | G0585R106 | Equity (Common) |
0.90%
|
$6.40 | 71,190 |
| 79 | MRX Marex Group plc Since 2026-05-10 | G5S37H101 | Equity (Common) |
0.78%
|
$5.56 | 145,046 |
| 80 | TSBK Timberland Bancorp Inc. Since 2026-05-10 | 887098101 | Equity (Common) |
0.57%
|
$4.05 | 113,266 |
| 81 | OVBC Ohio Valley Banc Corp. Since 2026-05-10 | 677719106 | Equity (Common) |
0.39%
|
$2.81 | 70,250 |
| 82 | ONB Old National Bancorp Since 2026-05-10 | 680033107 | Equity (Common) |
2.21%
|
$15.81 | 708,861 |
| 83 | LOB Live Oak Bancshares Inc. Since 2026-05-10 | 53803X105 | Equity (Common) |
0.53%
|
$3.78 | 110,051 |
| 84 | LOB Live Oak Bancshares Inc. Since 2026-05-10 | 53803X402 | Equity (Preferred) |
0.43%
|
$3.07 | 120,000 |
| 85 | MPB Mid Penn Bancorp Inc. Since 2026-05-10 | 59540G107 | Equity (Common) |
0.45%
|
$3.23 | 104,181 |
| 86 | MRP Millrose Properties Inc. Since 2026-05-10 | 601137102 | Equity (Common) |
0.41%
|
$2.90 | 97,000 |
| 87 | RRBI Red River Bancshares Inc. Since 2026-05-10 | 75686R202 | Equity (Common) |
0.58%
|
$4.14 | 58,027 |
| 88 | NIC Nicolet Bankshares Inc. Since 2026-05-10 | 65406E102 | Equity (Common) |
1.31%
|
$9.34 | 77,030 |
Frequently Asked Questions — JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND
What type of mutual fund is JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND?
JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND is a SEC-registered Equity fund, with $714M in assets under management.
Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate.
As of its latest SEC N-PORT filing, JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND holds 88 portfolio positions, all detailed in the holdings table on this page.
What are JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND's assets under management (AUM)?
JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND has $714M in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting.
AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale.
AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND's top holdings?
According to JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include
Horizon Bancorp Inc.,
Huntington Bancshares Incorporated,
Independent Bank Corp.
, among others.
The complete list of all 88 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above.
Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND's expense ratio?
Expense ratio data for JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND is not currently available in StockSifting's database.
The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors.
For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND's SEC filings?
JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0000925683.
You can access all of JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on
SEC EDGAR (CIK: 0000925683).
N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND's holdings data on StockSifting?
Holdings data for JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing.
Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions.
The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released.
For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.