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J. Safra Asset Management’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

J. Safra Asset Management’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 		$99.7K Buy
8,943
+560
+7% +$6.81K ﹤0.01% 251
2026
Q1 		$117K Buy
8,383
+241
+3% +$3.38K 0.01% 238
2025
Q4 		$117K Buy
8,142
+741
+10% +$11.1K 0.01% 242
2025
Q3 		$118K Buy
7,401
+3,955
+115% +$65.1K 0.01% 195
2025
Q2 		$61K Buy
+3,446
New +$67.1K ﹤0.01% 196

Other funds holding BTAL

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

J. Safra Asset Management's BTAL Position: Q2 2026 in Review

J. Safra Asset Management increased its AGF US Market Neutral Anti-Beta Fund (BTAL) stake by 6.7% in Q2 2026, buying an estimated $6.81K and bringing the position to 8,943 shares worth $99.7K. The position accounts for ﹤0.01% of the portfolio, ranked #251.

J. Safra Asset Management first reported a position in BTAL in Q2 2025 and has held it in 5 quarters since. The position peaked at $118K in Q3 2025. 93 funds tracked by Wall St. Rank hold BTAL as of Q2 2026.

  • J. Safra Asset Management held 8,943 shares of AGF US Market Neutral Anti-Beta Fund worth $99.7K as of Q2 2026.
  • J. Safra Asset Management bought 560 AGF US Market Neutral Anti-Beta Fund shares in Q2 2026, an estimated $6.81K.
  • AGF US Market Neutral Anti-Beta Fund made up ﹤0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #251 holding.
  • J. Safra Asset Management first reported a position in AGF US Market Neutral Anti-Beta Fund in Q2 2025 and has held it in 5 quarters since.
  • J. Safra Asset Management's AGF US Market Neutral Anti-Beta Fund position peaked at $118K in Q3 2025.
  • 93 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.