NS
BTAL icon

NBC Securities’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

NBC Securities’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 		$670K Buy
60,086
+17,743
+42% +$216K 0.05% 428
2026
Q1 		$591K Buy
+42,343
New +$594K 0.04% 438

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

NBC Securities's BTAL Position: Q2 2026 in Review

NBC Securities increased its AGF US Market Neutral Anti-Beta Fund (BTAL) stake by 42% in Q2 2026, buying an estimated $216K and bringing the position to 60,086 shares worth $670K. The position accounts for 0.05% of the portfolio, ranked #428.

NBC Securities first reported a position in BTAL in Q1 2026 and has held it in 2 quarters since. 93 funds tracked by Wall St. Rank hold BTAL as of Q2 2026.

  • NBC Securities held 60,086 shares of AGF US Market Neutral Anti-Beta Fund worth $670K as of Q2 2026.
  • NBC Securities bought 17,743 AGF US Market Neutral Anti-Beta Fund shares in Q2 2026, an estimated $216K.
  • AGF US Market Neutral Anti-Beta Fund made up 0.05% of NBC Securities's portfolio in Q2 2026, its #428 holding.
  • NBC Securities first reported a position in AGF US Market Neutral Anti-Beta Fund in Q1 2026 and has held it in 2 quarters since.
  • 93 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.