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

Bank of Montreal’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
2026
Q1 		$577K Buy
+41,305
New +$579K ﹤0.01% 2324
2025
Q1 		– Sell
-227,405
Closed -$4.2M – 3506
2024
Q4 		$4.2M Buy
+227,405
New +$4.37M ﹤0.01% 1283
2024
Q3 		– Sell
-215,885
Closed -$4.26M – 3881
2024
Q2 		$4.26M Buy
215,885
+205,690
+2,018% +$3.9M ﹤0.01% 1334
2024
Q1 		$184K Buy
+10,195
New +$185K ﹤0.01% 3086
2023
Q4 		– Sell
-10,684
Closed -$206K – 3995
2023
Q3 		$206K Sell
10,684
-18,658
-64% -$353K ﹤0.01% 3047
2023
Q2 		$561K Sell
29,342
-52,411
-64% -$1.06M ﹤0.01% 2512
2023
Q1 		$1.68M Sell
81,753
-203,566
-71% -$4.1M ﹤0.01% 1770
2022
Q4 		$6.14M Sell
285,319
-319,548
-53% -$6.62M ﹤0.01% 1196
2022
Q3 		$12.5K Sell
604,867
-172,573
-22% -$3.44M 0.01% 885
2022
Q2 		$16.6K Buy
+777,440
New +$15.7M 0.01% 829
2021
Q2 		– Sell
-243
Closed -$4K – 3823
2021
Q1 		$4K Buy
+243
New +$4.36K ﹤0.01% 4700
2020
Q4 		– Sell
-173,397
Closed -$4M – 4936
2020
Q3 		$4M Sell
173,397
-147,244
-46% -$3.53M ﹤0.01% 1339
2020
Q2 		$8.19M Buy
320,641
+252,898
+373% +$6.24M 0.01% 938
2020
Q1 		$1.75M Buy
67,743
+30,623
+82% +$729K ﹤0.01% 1483
2019
Q4 		$822K Buy
37,120
+35,995
+3,200% +$834K ﹤0.01% 2389
2019
Q3 		$27K Buy
+1,125
New +$26.1K ﹤0.01% 3913
2019
Q2 		– Sell
-181,474
Closed -$3.91M – 4864
2019
Q1 		$3.91M Buy
+181,474
New +$3.86M ﹤0.01% 1306

Other funds holding BTAL

PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Bank of Montreal's BTAL Position: Q1 2026 in Review

Bank of Montreal opened a new position in AGF US Market Neutral Anti-Beta Fund (BTAL) in Q1 2026: 41,305 shares worth $577K. The stake represents ﹤0.01% of the portfolio and ranks #2324 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in BTAL as recently as Q4 2024.

Bank of Montreal first reported a position in BTAL in Q1 2019 and has held it in 17 quarters since. The position peaked at $8.19M in Q2 2020. 87 funds tracked by Wall St. Rank hold BTAL as of Q1 2026.

  • Bank of Montreal held 41,305 shares of AGF US Market Neutral Anti-Beta Fund worth $577K as of Q1 2026.
  • AGF US Market Neutral Anti-Beta Fund was a new Bank of Montreal position in Q1 2026.
  • AGF US Market Neutral Anti-Beta Fund made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2324 holding.
  • Bank of Montreal first reported a position in AGF US Market Neutral Anti-Beta Fund in Q1 2019 and has held it in 17 quarters since.
  • Bank of Montreal's AGF US Market Neutral Anti-Beta Fund position peaked at $8.19M in Q2 2020.
  • 87 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.