FDCDDQ
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Federation des caisses Desjardins du Quebec’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Federation des caisses Desjardins du Quebec’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 		$19.6M Sell
1,758,251
-466,178
-21% -$5.67M 0.06% 222
2026
Q1 		$31.1M Sell
2,224,429
-17,993
-0.8% -$252K 0.11% 146
2025
Q4 		$32.3M Sell
2,242,422
-66,156
-3% -$995K 0.12% 142
2025
Q3 		$36.8M Sell
2,308,578
-93,993
-4% -$1.55M 0.14% 120
2025
Q2 		$42.5M Buy
2,402,571
+19,979
+0.8% +$389K 0.19% 94
2025
Q1 		$49.7M Buy
2,382,592
+13,163
+0.6% +$250K 0.25% 75
2024
Q4 		$43.8M Buy
2,369,429
+19,518
+0.8% +$375K 0.22% 77
2024
Q3 		$46.1M Sell
2,349,911
-23,403
-1% -$466K 0.23% 73
2024
Q2 		$46.6M Sell
2,373,314
-35,112
-1% -$666K 0.25% 71
2024
Q1 		$43.4M Buy
2,408,426
+5,504
+0.2% +$99.9K 0.31% 65
2023
Q4 		$40.7M Sell
2,402,922
-10,571
-0.4% -$210K 0.38% 56
2023
Q3 		$47.9M Buy
2,413,493
+2,412,943
+438,717% +$45.7M 0.49% 48
2023
Q2 		$10.3K Hold
550
– – ﹤0.01% 1749
2023
Q1 		$11.2K Hold
550
– – ﹤0.01% 1728
2022
Q4 		$11.7K Sell
550
-1,273
-70% -$26.4K ﹤0.01% 1830
2022
Q3 		$37.1K Hold
1,823
– – ﹤0.01% 1585
2022
Q2 		$39.7K Sell
1,823
-1,882,996
-100% -$38M ﹤0.01% 1578
2022
Q1 		$34.6M Buy
1,884,819
+165,227
+10% +$3.04M 0.33% 64
2021
Q4 		$30.6M Buy
1,719,592
+78,593
+5% +$1.33M 0.3% 73
2021
Q3 		$27.9M Buy
1,640,999
+67,779
+4% +$1.16M 0.29% 69
2021
Q2 		$26.6M Buy
1,573,220
+31,113
+2% +$526K 0.27% 73
2021
Q1 		$26.4M Buy
1,542,107
+114,366
+8% +$2.05M 0.29% 69
2020
Q4 		$27.2M Buy
1,427,741
+38,079
+3% +$796K 0.33% 66
2020
Q3 		$32.8M Buy
1,389,662
+71,510
+5% +$1.71M 0.46% 52
2020
Q2 		$32.1M Buy
+1,318,152
New +$32.5M 0.48% 52
2019
Q4 		– Sell
-150
Closed -$3.56K – 2312
2019
Q3 		$3.56K Buy
+150
New +$3.48K ﹤0.01% 2024

Other funds holding BTAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $97.6B AUM 29.43% 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 $104B AUM 28.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 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
IA
IFG Advisory Atlanta, Georgia $2.85B AUM 26.07% 1-Year Est. Return

Federation des caisses Desjardins du Quebec's BTAL Position: Q2 2026 in Review

Federation des caisses Desjardins du Quebec reduced its AGF US Market Neutral Anti-Beta Fund (BTAL) stake by 21% in Q2 2026, selling an estimated $5.67M and leaving 1,758,251 shares worth $19.6M. The position accounts for 0.06% of the portfolio, ranked #222.

Federation des caisses Desjardins du Quebec first reported a position in BTAL in Q3 2019 and has held it in 26 quarters since. The position peaked at $49.7M in Q1 2025. 93 funds tracked by Wall St. Rank hold BTAL as of Q2 2026.

  • Federation des caisses Desjardins du Quebec held 1,758,251 shares of AGF US Market Neutral Anti-Beta Fund worth $19.6M as of Q2 2026.
  • Federation des caisses Desjardins du Quebec sold 466,178 AGF US Market Neutral Anti-Beta Fund shares in Q2 2026, an estimated $5.67M.
  • AGF US Market Neutral Anti-Beta Fund made up 0.06% of Federation des caisses Desjardins du Quebec's portfolio in Q2 2026, its #222 holding.
  • Federation des caisses Desjardins du Quebec first reported a position in AGF US Market Neutral Anti-Beta Fund in Q3 2019 and has held it in 26 quarters since.
  • Federation des caisses Desjardins du Quebec's AGF US Market Neutral Anti-Beta Fund position peaked at $49.7M in Q1 2025.
  • 93 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on Federation des caisses Desjardins du Quebec's 13F filing for Q2 2026, filed 14 Aug 2026.