Wells Fargo
BTAL icon

Wells Fargo’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Wells Fargo’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 		$700 Hold
63
– – ﹤0.01% 6486
2026
Q1 		$877 Buy
+63
New +$883 ﹤0.01% 6355
2025
Q2 		– Sell
-1
Closed -$13 – 7157
2025
Q1 		$13 Buy
+1
New +$19 ﹤0.01% 6736
2024
Q4 		– Hold
0
– – – 6844
2024
Q3 		– Hold
0
– – – 6697
2024
Q2 		– Sell
-1
Closed -$19 – 6673
2024
Q1 		$12 Sell
1
-226
-100% -$4.1K ﹤0.01% 7244
2023
Q4 		$3.85K Buy
+227
New +$4.51K ﹤0.01% 5995
2023
Q3 		– Hold
0
– – – 7511
2023
Q2 		– Sell
-3,512
Closed -$70.8K – 7536
2023
Q1 		$71.7K Buy
3,512
+2,011
+134% +$40.5K ﹤0.01% 4979
2022
Q4 		$31.8K Buy
1,501
+1,313
+698% +$27.2K ﹤0.01% 5068
2022
Q3 		$4K Buy
188
+187
+18,700% +$3.72K ﹤0.01% 5960
2022
Q2 		$0 Hold
1
– – ﹤0.01% 6826
2022
Q1 		$0 Hold
1
– – ﹤0.01% 7086
2021
Q4 		$0 Hold
1
– – ﹤0.01% 7237
2021
Q3 		$0 Hold
1
– – ﹤0.01% 6984
2021
Q2 		$0 Hold
1
– – ﹤0.01% 6918
2021
Q1 		$0 Hold
1
– – ﹤0.01% 6900
2020
Q4 		$0 Hold
1
– – ﹤0.01% 6499
2020
Q3 		$0 Hold
1
– – ﹤0.01% 6347
2020
Q2 		$0 Hold
1
– – ﹤0.01% 6295
2020
Q1 		$0 Sell
1
-428
-100% -$10.2K ﹤0.01% 6207
2019
Q4 		$10K Buy
+429
New +$9.94K ﹤0.01% 5889

Other funds holding BTAL

Fidelity Investments
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
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
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CIBC World Market
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

Wells Fargo's BTAL Position: Q2 2026 in Review

Wells Fargo held its AGF US Market Neutral Anti-Beta Fund (BTAL) position steady in Q2 2026 at 63 shares worth $700. The position accounts for ﹤0.01% of the portfolio, ranked #6486.

Wells Fargo first reported a position in BTAL in Q4 2019 and has held it in 19 quarters since. The position peaked at $71.7K in Q1 2023. 93 funds tracked by Wall St. Rank hold BTAL as of Q2 2026.

  • Wells Fargo held 63 shares of AGF US Market Neutral Anti-Beta Fund worth $700 as of Q2 2026.
  • Wells Fargo left its AGF US Market Neutral Anti-Beta Fund share count unchanged in Q2 2026.
  • AGF US Market Neutral Anti-Beta Fund made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #6486 holding.
  • Wells Fargo first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2019 and has held it in 19 quarters since.
  • Wells Fargo's AGF US Market Neutral Anti-Beta Fund position peaked at $71.7K in Q1 2023.
  • 93 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.