Bank of America
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Bank of America’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Bank of America’s Portfolio BTAL Stock Details BTAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-500
Closed -$8.47K – 7754
2023
Q4 		$8.47K Buy
+500
New +$9.94K ﹤0.01% 6925

Other funds holding BTAL

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WIA
Wealthedge Investment Advisors New York $294M AUM 20.18% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Bank of America's BTAL Position: Q3 2025 in Review

Bank of America sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q3 2025, closing a stake of 34,481 shares — an estimated $610K sold.

Bank of America first reported a position in BTAL in Q1 2015 and held it in 25 quarters. The position peaked at $610K in Q2 2025. 71 funds tracked by Wall St. Rank hold BTAL as of Q3 2025.

  • Bank of America reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q3 2025 after selling out during the quarter.
  • Bank of America sold 34,481 AGF US Market Neutral Anti-Beta Fund shares in Q3 2025, an estimated $610K.
  • Bank of America first reported a position in AGF US Market Neutral Anti-Beta Fund in Q1 2015 and held it in 25 quarters.
  • Bank of America's AGF US Market Neutral Anti-Beta Fund position peaked at $610K in Q2 2025.
  • 71 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q3 2025.

Based on Bank of America's 13F filing for Q3 2025, filed 14 Nov 2025.