Question 1

How many shares of BTO does Steward Partners Investment Advisory, LLC own?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 56,961 shares of BTO (HANCOCK JOHN FINL OPPTYS SH BEN INT NEW).

Question 2

What is Steward Partners Investment Advisory, LLC's BTO position worth?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's BTO position is worth $2.2M.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling BTO?

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC increased their BTO position (+4.8% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy BTO?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in BTO in 2019-Q2. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	56,961	+4.8%	$2.2M	0.0%	$39.42	27
2026-Q1	Increased	54,340	+10.4%	$1.9M	0.0%	$35.92	29
2025-Q4	Increased	49,209	+15.8%	$1.7M	0.0%	$35.35	30
2025-Q3	Increased	42,515	+19.1%	$1.5M	0.0%	$35.32	30
2025-Q2	Increased	35,695	+1.6%	$1.3M	0.0%	$33.83	26
2025-Q1	Increased	35,127	+26.3%	$1.2M	0.0%	$32.14	31
2024-Q4	Increased	27,824	+167.7%	$993,039	0.0%	$32.39	40
2024-Q3	Increased	10,395	+89.2%	$344,698	0.0%	$29.72	37
2024-Q2	Decreased	5,495	-9.6%	$153,915	0.0%	$25.06	0
2024-Q1	Decreased	6,077	-28.1%	$179,758	0.0%	$25.85	0
2023-Q4	Decreased	8,457	-9.1%	$254,385	0.0%	$25.71	0
2023-Q3	Decreased	9,308	-9.6%	$244,419	0.0%	$21.95	0
2023-Q2	Decreased	10,298	-85.4%	$276,182	0.0%	$21.83	0
2023-Q1	Decreased	70,644	-19.2%	$2.2M	0.0%	$25.23	0
2022-Q4	Increased	87,429	+9.4%	$2.9M	0.0%	$26.01	29
2022-Q3	Increased	79,944	+12.6%	$2.5M	0.0%	$23.90	29
2022-Q2	Increased	70,998	+14.6%	$2.6M	0.0%	$26.85	30
2022-Q1	Increased	61,954	+9.4%	$2.5M	0.0%	$30.15	29
2021-Q4	Increased	56,635	+0.3%	$2.6M	0.0%	$33.22	26
2021-Q3	Increased	56,437	+7.4%	$2.4M	0.0%	$30.87	28
2021-Q2	Decreased	52,558	-49.7%	$2M	0.0%	$26.63	0
2021-Q1	Increased	104,516	+155.2%	$2B	0.0%	$27.11	51
2020-Q4	Increased	40,958	+14.4%	$1.2M	0.0%	$21.05	29
2020-Q3	Increased	35,798	+1.4%	$767,000	0.0%	$14.34	25
2020-Q2	Decreased	35,298	-4.9%	$810,000	0.0%	$14.83	0
2020-Q1	Decreased	37,123	-1.3%	$680,000	0.0%	$12.09	0
2019-Q4	Increased	37,622	+53.8%	$1.4M	0.0%	$22.92	36
2019-Q3	Increased	24,464	+100.0%	$787,000	0.0%	$20.24	40
2019-Q2	New	12,229	-	$393,000	0.0%	$19.83	33

BTO29 quarters

BTO
29 quarters