CCMG
BTAL icon

Clark Capital Management Group’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Clark Capital Management Group’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
2025
Q4 		– Sell
-362,712
Closed -$5.77M – 502
2025
Q3 		$5.77M Buy
+362,712
New +$5.97M 0.04% 212

Other funds holding BTAL

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Clark Capital Management Group's BTAL Position: Q4 2025 in Review

Clark Capital Management Group sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q4 2025, closing a stake of 362,712 shares — an estimated $5.77M sold.

Clark Capital Management Group first reported a position in BTAL in Q3 2025 and held it in 1 quarter. The position peaked at $5.77M in Q3 2025. 81 funds tracked by Wall St. Rank hold BTAL as of Q4 2025.

  • Clark Capital Management Group reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q4 2025 after selling out during the quarter.
  • Clark Capital Management Group sold 362,712 AGF US Market Neutral Anti-Beta Fund shares in Q4 2025, an estimated $5.77M.
  • Clark Capital Management Group first reported a position in AGF US Market Neutral Anti-Beta Fund in Q3 2025 and held it in 1 quarter.
  • Clark Capital Management Group's AGF US Market Neutral Anti-Beta Fund position peaked at $5.77M in Q3 2025.
  • 81 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q4 2025.

Based on Clark Capital Management Group's 13F filing for Q4 2025, filed 17 Feb 2026.