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

Bank of New York Mellon’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
Q2 		$435K Buy
39,025
+11,790
+43% +$143K ﹤0.01% 3810
2026
Q1 		$380K Buy
27,235
+10,146
+59% +$142K ﹤0.01% 3727
2025
Q4 		$246K Buy
+17,089
New +$257K ﹤0.01% 3932

Other funds holding BTAL

CCA
Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 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
CGA
Crescent Grove Advisors Lake Forest, Illinois $1.2B AUM 23.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return

Bank of New York Mellon's BTAL Position: Q2 2026 in Review

Bank of New York Mellon increased its AGF US Market Neutral Anti-Beta Fund (BTAL) stake by 43% in Q2 2026, buying an estimated $143K and bringing the position to 39,025 shares worth $435K. The position accounts for ﹤0.01% of the portfolio, ranked #3810.

Bank of New York Mellon first reported a position in BTAL in Q4 2025 and has held it in 3 quarters since. 54 funds tracked by Wall St. Rank hold BTAL as of Q2 2026.

  • Bank of New York Mellon held 39,025 shares of AGF US Market Neutral Anti-Beta Fund worth $435K as of Q2 2026.
  • Bank of New York Mellon bought 11,790 AGF US Market Neutral Anti-Beta Fund shares in Q2 2026, an estimated $143K.
  • AGF US Market Neutral Anti-Beta Fund made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #3810 holding.
  • Bank of New York Mellon first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2025 and has held it in 3 quarters since.
  • 54 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.