Raymond James Financial
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Raymond James Financial’s Baytex Energy BTE Stock Holding History

Raymond James Financial’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
Q1 		– Sell
-40,136
Closed -$130K – 5312
2025
Q4 		$130K Buy
+40,136
New +$112K ﹤0.01% 4880
2025
Q3 		– Sell
-1,383
Closed -$2.48K – 5215
2025
Q2 		$2.48K Buy
+1,383
New +$2.42K ﹤0.01% 6361

Other funds holding BTE

JCA
Juniper Capital Advisors Houston, Texas $218M AUM 120.09% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WCCM
Webs Creek Capital Management Dallas, Texas $528M AUM 69.69% 1-Year Est. Return

Raymond James Financial's BTE Position: Q1 2026 in Review

Raymond James Financial sold out of Baytex Energy (BTE) in Q1 2026, closing a stake of 40,136 shares — an estimated $130K sold.

Raymond James Financial first reported a position in BTE in Q2 2025 and held it in 2 quarters. The position peaked at $130K in Q4 2025. 178 funds tracked by Wall St. Rank hold BTE as of Q1 2026.

  • Raymond James Financial reported no remaining Baytex Energy position as of Q1 2026 after selling out during the quarter.
  • Raymond James Financial sold 40,136 Baytex Energy shares in Q1 2026, an estimated $130K.
  • Raymond James Financial first reported a position in Baytex Energy in Q2 2025 and held it in 2 quarters.
  • Raymond James Financial's Baytex Energy position peaked at $130K in Q4 2025.
  • 178 funds tracked by Wall St. Rank held Baytex Energy as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.