Raymond James Financial
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Raymond James Financial’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Raymond James Financial’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 		$164K Buy
+14,720
New +$179K ﹤0.01% 5088
2025
Q3 		– Sell
-9,153
Closed -$162K – 5210
2025
Q2 		$162K Buy
+9,153
New +$178K ﹤0.01% 4618
2025
Q1 		– Sell
-10,595
Closed -$196K – 4830
2024
Q4 		$196K Buy
+10,595
New +$204K ﹤0.01% 4410

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

Raymond James Financial's BTAL Position: Q2 2026 in Review

Raymond James Financial opened a new position in AGF US Market Neutral Anti-Beta Fund (BTAL) in Q2 2026: 14,720 shares worth $164K. The stake represents ﹤0.01% of the portfolio and ranks #5088 among its holdings. This is a return to the name: Raymond James Financial previously reported a position in BTAL as recently as Q2 2025.

Raymond James Financial first reported a position in BTAL in Q4 2024 and has held it in 3 quarters since. The position peaked at $196K in Q4 2024. 93 funds tracked by Wall St. Rank hold BTAL as of Q2 2026.

  • Raymond James Financial held 14,720 shares of AGF US Market Neutral Anti-Beta Fund worth $164K as of Q2 2026.
  • AGF US Market Neutral Anti-Beta Fund was a new Raymond James Financial position in Q2 2026.
  • AGF US Market Neutral Anti-Beta Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #5088 holding.
  • Raymond James Financial first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2024 and has held it in 3 quarters since.
  • Raymond James Financial's AGF US Market Neutral Anti-Beta Fund position peaked at $196K in Q4 2024.
  • 93 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.