Stifel Financial
BTAL icon

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

Stifel 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
2025
Q3 		– Sell
-39,543
Closed -$700K – 3551
2025
Q2 		$700K Buy
+39,543
New +$770K ﹤0.01% 2561
2024
Q4 		– Sell
-419,985
Closed -$8.23M – 3391
2024
Q3 		$8.23M Buy
+419,985
New +$8.35M 0.01% 931
2023
Q4 		– Sell
-597,352
Closed -$11.9M – 3334
2023
Q3 		$11.9M Buy
597,352
+547,160
+1,090% +$10.4M 0.02% 652
2023
Q2 		$942K Sell
50,192
-323,511
-87% -$6.52M ﹤0.01% 2121
2023
Q1 		$7.62M Sell
373,703
-17,992
-5% -$362K 0.01% 801
2022
Q4 		$8.31M Buy
391,695
+35,845
+10% +$743K 0.01% 741
2022
Q3 		$7.23M Buy
355,850
+231,744
+187% +$4.61M 0.01% 766
2022
Q2 		$2.7M Buy
+124,106
New +$2.5M ﹤0.01% 1303
2020
Q1 		– Sell
-9,500
Closed -$209K – 2841
2019
Q4 		$209K Sell
9,500
-34,622
-78% -$802K ﹤0.01% 2739
2019
Q3 		$1.05M Sell
44,122
-1,503
-3% -$34.9K ﹤0.01% 1725
2019
Q2 		$1.01M Buy
+45,625
New +$994K ﹤0.01% 1786

Other funds holding BTAL

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WIA
Wealthedge Investment Advisors New York $272M AUM 10.26% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Stifel Financial's BTAL Position: Q3 2025 in Review

Stifel Financial sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q3 2025, closing a stake of 39,543 shares — an estimated $700K sold.

Stifel Financial first reported a position in BTAL in Q2 2019 and held it in 11 quarters. The position peaked at $11.9M in Q3 2023. 71 funds tracked by Wall St. Rank hold BTAL as of Q3 2025.

  • Stifel Financial reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q3 2025 after selling out during the quarter.
  • Stifel Financial sold 39,543 AGF US Market Neutral Anti-Beta Fund shares in Q3 2025, an estimated $700K.
  • Stifel Financial first reported a position in AGF US Market Neutral Anti-Beta Fund in Q2 2019 and held it in 11 quarters.
  • Stifel Financial's AGF US Market Neutral Anti-Beta Fund position peaked at $11.9M in Q3 2023.
  • 71 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q3 2025.

Based on Stifel Financial's 13F filing for Q3 2025, filed 12 Nov 2025.