Triumph Capital Management’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Triumph Capital Management’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	$35.9K	Sell	3,220 -712	-18%	-$8.66K	0.01%	768
2026 Q1	$54.9K	Hold	3,932	–	–	0.01%	615
2025 Q4	$56.6K	Buy	+3,932	New	+$59.1K	0.01%	584
2025 Q2	–	Sell	-26,738	Closed	-$557K	–	289
2025 Q1	$557K	Sell	26,738 -9,714	-27%	-$184K	0.19%	142
2024 Q4	$674K	Buy	36,452 +3,148	+9%	+$60.5K	0.23%	109
2024 Q3	$653K	Buy	33,304 +7,352	+28%	+$146K	0.23%	108
2024 Q2	$509K	Sell	25,952 -77	-0.3%	-$1.46K	0.2%	119
2024 Q1	$474K	Buy	+26,029	New	+$472K	0.19%	119
2023 Q4	–	Sell	-53,591	Closed	-$1.06M	–	223
2023 Q3	$1.06M	Buy	+53,591	New	+$1.02M	0.48%	52

Other funds holding BTAL

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 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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Triumph Capital Management's BTAL Position: Q2 2026 in Review

Triumph Capital Management reduced its AGF US Market Neutral Anti-Beta Fund (BTAL) stake by 18% in Q2 2026, selling an estimated $8.66K and leaving 3,220 shares worth $35.9K. The position accounts for 0.01% of the portfolio, ranked #768.

Triumph Capital Management first reported a position in BTAL in Q3 2023 and has held it in 9 quarters since. The position peaked at $1.06M in Q3 2023. 93 funds tracked by Wall St. Rank hold BTAL as of Q2 2026.

Triumph Capital Management held 3,220 shares of AGF US Market Neutral Anti-Beta Fund worth $35.9K as of Q2 2026.
Triumph Capital Management sold 712 AGF US Market Neutral Anti-Beta Fund shares in Q2 2026, an estimated $8.66K.
AGF US Market Neutral Anti-Beta Fund made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #768 holding.
Triumph Capital Management first reported a position in AGF US Market Neutral Anti-Beta Fund in Q3 2023 and has held it in 9 quarters since.
Triumph Capital Management's AGF US Market Neutral Anti-Beta Fund position peaked at $1.06M in Q3 2023.
93 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.