Fidelity Investments’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Fidelity Investments’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	$21.7M	Hold	1,944,444	–	–	﹤0.01%	1855
2026 Q1	$27.1M	Hold	1,944,444	–	–	﹤0.01%	1663
2025 Q4	$28M	Hold	1,944,444	–	–	﹤0.01%	1658
2025 Q3	$31M	Sell	1,944,444 -345	-0%	-$5.68K	﹤0.01%	1618
2025 Q2	$34.4M	Buy	1,944,789 +1,944,184	+321,353%	+$37.9M	﹤0.01%	1525
2025 Q1	$12.6K	Buy	605 +367	+154%	+$6.96K	﹤0.01%	4411
2024 Q4	$4.4K	Buy	+238	New	+$4.58K	﹤0.01%	4691
2024 Q3	–	Sell	-1,070	Closed	-$21K	–	5511
2024 Q2	$21K	Buy	+1,070	New	+$20.3K	﹤0.01%	4046
2024 Q1	–	Sell	-1	Closed	-$17	–	5386
2023 Q4	$17	Buy	+1	New	+$20	﹤0.01%	5239
2023 Q3	–	Sell	-102	Closed	-$1.91K	–	5294
2023 Q2	$1.91K	Buy	102 +72	+240%	+$1.45K	﹤0.01%	4599
2023 Q1	$612	Buy	+30	New	+$604	﹤0.01%	4773
2020 Q4	–	Sell	-1,461	Closed	-$34K	–	3840
2020 Q3	$34K	Buy	+1,461	New	+$35K	﹤0.01%	2955

Other funds holding BTAL

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

CCA

Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return

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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

IFG Advisory Atlanta, Georgia $2.85B AUM 26.07% 1-Year Est. Return

Fidelity Investments's BTAL Position: Q2 2026 in Review

Fidelity Investments held its AGF US Market Neutral Anti-Beta Fund (BTAL) position steady in Q2 2026 at 1,944,444 shares worth $21.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1855.

Fidelity Investments first reported a position in BTAL in Q3 2020 and has held it in 12 quarters since. The position peaked at $34.4M in Q2 2025. 93 funds tracked by Wall St. Rank hold BTAL as of Q2 2026.

Fidelity Investments held 1,944,444 shares of AGF US Market Neutral Anti-Beta Fund worth $21.7M as of Q2 2026.
Fidelity Investments left its AGF US Market Neutral Anti-Beta Fund share count unchanged in Q2 2026.
AGF US Market Neutral Anti-Beta Fund made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #1855 holding.
Fidelity Investments first reported a position in AGF US Market Neutral Anti-Beta Fund in Q3 2020 and has held it in 12 quarters since.
Fidelity Investments's AGF US Market Neutral Anti-Beta Fund position peaked at $34.4M in Q2 2025.
93 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.