Physician Wealth Advisors’s Baytex Energy BTE Stock Holding History

Physician Wealth Advisors’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	$8.85K	Buy	2,212 +469	+27%	+$2.17K	﹤0.01%	903
2026 Q1	$7.79K	Hold	1,743	–	–	﹤0.01%	872
2025 Q4	$5.63K	Hold	1,743	–	–	﹤0.01%	943
2025 Q3	$4.08K	Hold	1,743	–	–	﹤0.01%	982
2025 Q2	$3.12K	Buy	+1,743	New	+$3.05K	﹤0.01%	910

Other funds holding BTE

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

MASM

MH & Associates Securities Management Carlsbad, California $112M AUM

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

BWM

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

Physician Wealth Advisors's BTE Position: Q2 2026 in Review

Physician Wealth Advisors increased its Baytex Energy (BTE) stake by 27% in Q2 2026, buying an estimated $2.17K and bringing the position to 2,212 shares worth $8.85K. The position accounts for ﹤0.01% of the portfolio, ranked #903.

Physician Wealth Advisors first reported a position in BTE in Q2 2025 and has held it in 5 quarters since. 32 funds tracked by Wall St. Rank hold BTE as of Q2 2026.

Physician Wealth Advisors held 2,212 shares of Baytex Energy worth $8.85K as of Q2 2026.
Physician Wealth Advisors bought 469 Baytex Energy shares in Q2 2026, an estimated $2.17K.
Baytex Energy made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #903 holding.
Physician Wealth Advisors first reported a position in Baytex Energy in Q2 2025 and has held it in 5 quarters since.
32 funds tracked by Wall St. Rank held Baytex Energy as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.