Janney Montgomery Scott’s Baytex Energy BTE Stock Holding History

Janney Montgomery Scott’s Portfolio BTE Stock Details BTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$280K	Sell	70,100 -87,000	-55%	-$402K	﹤0.01%	2789
2026 Q1	$702K	Sell	157,100 -2,000	-1%	-$7.38K	﹤0.01%	1846
2025 Q4	$514K	Buy	+159,100	New	+$443K	﹤0.01%	2162
2023 Q4	–	Sell	-62,700	Closed	-$277K	–	2644
2023 Q3	$277K	Sell	62,700 -25,423	-29%	-$99.8K	﹤0.01%	2179
2023 Q2	$287K	Buy	+88,123	New	+$309K	﹤0.01%	2246
2015 Q4	–	Sell	-12,383	Closed	-$40K	–	1373
2015 Q3	$40K	Sell	12,383 -7,796	-39%	-$59.5K	﹤0.01%	1366
2015 Q2	$314K	Buy	20,179 +6,552	+48%	+$115K	0.01%	1472
2015 Q1	$215K	Buy	+13,627	New	+$217K	﹤0.01%	2029
2014 Q4	–	Sell	-9,600	Closed	-$363K	–	2328
2014 Q3	$363K	Hold	9,600	–	–	0.01%	1507
2014 Q2	$443K	Sell	9,600 -550	-5%	-$23.4K	0.01%	1320
2014 Q1	$417K	Sell	10,150 -100	-1%	-$3.78K	0.01%	1245
2013 Q4	$401K	Hold	10,250	–	–	0.01%	1233
2013 Q3	$423K	Buy	+10,250	New	+$413K	0.01%	1109

Other funds holding BTE

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

JCA

Juniper Capital Advisors Houston, Texas $218M AUM 120.09% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Ninepoint Partners Toronto, Ontario, Canada $1.31B AUM 46.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

WCCM

Webs Creek Capital Management Dallas, Texas $528M AUM 69.69% 1-Year Est. Return

Janney Montgomery Scott's BTE Position: Q2 2026 in Review

Janney Montgomery Scott reduced its Baytex Energy (BTE) stake by 55% in Q2 2026, selling an estimated $402K and leaving 70,100 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #2789.

Janney Montgomery Scott first reported a position in BTE in Q3 2013 and has held it in 13 quarters since. The position peaked at $702K in Q1 2026. 186 funds tracked by Wall St. Rank hold BTE as of Q2 2026.

Janney Montgomery Scott held 70,100 shares of Baytex Energy worth $280K as of Q2 2026.
Janney Montgomery Scott sold 87,000 Baytex Energy shares in Q2 2026, an estimated $402K.
Baytex Energy made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2789 holding.
Janney Montgomery Scott first reported a position in Baytex Energy in Q3 2013 and has held it in 13 quarters since.
Janney Montgomery Scott's Baytex Energy position peaked at $702K in Q1 2026.
186 funds tracked by Wall St. Rank held Baytex Energy as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.