Goldman Sachs’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Goldman Sachs’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	-23,882	Closed	-$380K	–	6466
2025 Q3	$380K	Buy	+23,882	New	+$393K	﹤0.01%	5650
2025 Q2	–	Sell	-14,446	Closed	-$301K	–	6103
2025 Q1	$301K	Buy	+14,446	New	+$274K	﹤0.01%	5456
2024 Q3	–	Sell	-20,105	Closed	-$394K	–	5829
2024 Q2	$394K	Buy	20,105 +447	+2%	+$8.48K	﹤0.01%	4951
2024 Q1	$354K	Sell	19,658 -6,291	-24%	-$114K	﹤0.01%	4896
2023 Q4	$440K	Buy	+25,949	New	+$516K	﹤0.01%	4833
2023 Q2	–	Sell	-51,103	Closed	-$1.04M	–	5766
2023 Q1	$1.04M	Sell	51,103 -5,945	-10%	-$120K	﹤0.01%	4355
2022 Q4	$1.21M	Buy	+57,048	New	+$1.18M	﹤0.01%	4297
2020 Q1	–	Sell	-24,674	Closed	-$547K	–	5214
2019 Q4	$547K	Sell	24,674 -1,600	-6%	-$37.1K	﹤0.01%	4454
2019 Q3	$623K	Hold	26,274	–	–	﹤0.01%	4337
2019 Q2	$576K	Buy	+26,274	New	+$573K	﹤0.01%	4320
2016 Q3	–	Sell	-24,540	Closed	-$571K	–	7020
2016 Q2	$571K	Hold	24,540	–	–	﹤0.01%	4732
2016 Q1	$542K	Hold	24,540	–	–	﹤0.01%	4667
2015 Q4	$507K	Buy	+24,540	New	+$501K	﹤0.01%	4909

Other funds holding BTAL

FDCDDQ

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

CCA

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

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Goldman Sachs's BTAL Position: Q4 2025 in Review

Goldman Sachs sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q4 2025, closing a stake of 23,882 shares — an estimated $380K sold.

Goldman Sachs first reported a position in BTAL in Q4 2015 and held it in 13 quarters. The position peaked at $1.21M in Q4 2022. 81 funds tracked by Wall St. Rank hold BTAL as of Q4 2025.

Goldman Sachs reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q4 2025 after selling out during the quarter.
Goldman Sachs sold 23,882 AGF US Market Neutral Anti-Beta Fund shares in Q4 2025, an estimated $380K.
Goldman Sachs first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2015 and held it in 13 quarters.
Goldman Sachs's AGF US Market Neutral Anti-Beta Fund position peaked at $1.21M in Q4 2022.
81 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q4 2025.

Based on Goldman Sachs's 13F filing for Q4 2025, filed 10 Feb 2026.