TCM
BTAL icon

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
Q3 		$38.6K Hold
3,220
– – 0.01% 774
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

KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
RF
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
IWB
Innovative Wealth Building California, Maryland $181M AUM 14.1% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Triumph Capital Management's BTAL Position: Q3 2026 in Review

Triumph Capital Management held its AGF US Market Neutral Anti-Beta Fund (BTAL) position steady in Q3 2026 at 3,220 shares worth $38.6K. The position accounts for 0.01% of the portfolio, ranked #774.

Triumph Capital Management first reported a position in BTAL in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.06M in Q3 2023. 10 funds tracked by Wall St. Rank hold BTAL as of Q3 2026.

  • Triumph Capital Management held 3,220 shares of AGF US Market Neutral Anti-Beta Fund worth $38.6K as of Q3 2026.
  • Triumph Capital Management left its AGF US Market Neutral Anti-Beta Fund share count unchanged in Q3 2026.
  • AGF US Market Neutral Anti-Beta Fund made up 0.01% of Triumph Capital Management's portfolio in Q3 2026, its #774 holding.
  • Triumph Capital Management first reported a position in AGF US Market Neutral Anti-Beta Fund in Q3 2023 and has held it in 10 quarters since.
  • Triumph Capital Management's AGF US Market Neutral Anti-Beta Fund position peaked at $1.06M in Q3 2023.
  • 10 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.