SBI Securities’s Baytex Energy BTE Stock Holding History

SBI Securities’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 Q3	$1.9K	Sell	420 -16	-4%	-$72	﹤0.01%	2614
2026 Q2	$1.74K	Sell	436 -1,367	-76%	-$6.31K	﹤0.01%	2600
2026 Q1	$8.06K	Buy	1,803 +1,028	+133%	+$3.79K	﹤0.01%	1824
2025 Q4	$2.5K	Buy	775 +100	+15%	+$279	﹤0.01%	2305
2025 Q3	$1.58K	Buy	675 +210	+45%	+$450	﹤0.01%	2517
2025 Q2	$832	Buy	465 +260	+127%	+$455	﹤0.01%	2762
2025 Q1	$457	Buy	205 +1	+0.5%	+$2	﹤0.01%	2903
2024 Q4	$526	Buy	+204	New	+$579	﹤0.01%	2874

Other funds holding BTE

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Penbrook Management New York $169M AUM 32.52% 1-Year Est. Return

Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return

Founders Capital Management (Texas) Houston, Texas $220M AUM 46.36% 1-Year Est. Return

Hartford Financial Management Hartford, Connecticut $448M AUM 24.02% 1-Year Est. Return

SBI Securities's BTE Position: Q3 2026 in Review

SBI Securities reduced its Baytex Energy (BTE) stake by 3.7% in Q3 2026, selling an estimated $72 and leaving 420 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2614.

SBI Securities first reported a position in BTE in Q4 2024 and has held it in 8 quarters since. The position peaked at $8.06K in Q1 2026. 16 funds tracked by Wall St. Rank hold BTE as of Q3 2026.

SBI Securities held 420 shares of Baytex Energy worth $1.9K as of Q3 2026.
SBI Securities sold 16 Baytex Energy shares in Q3 2026, an estimated $72.
Baytex Energy made up ﹤0.01% of SBI Securities's portfolio in Q3 2026, its #2614 holding.
SBI Securities first reported a position in Baytex Energy in Q4 2024 and has held it in 8 quarters since.
SBI Securities's Baytex Energy position peaked at $8.06K in Q1 2026.
16 funds tracked by Wall St. Rank held Baytex Energy as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.