WOSD
BTAL icon

WFA of San Diego’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

WFA of San Diego’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
Q1 		$14.4K Sell
1,031
-160
-13% -$2.24K 0.01% 278
2025
Q4 		$17.1K Sell
1,191
-41
-3% -$617 0.01% 275
2025
Q3 		$19.6K Sell
1,232
-100
-8% -$1.65K 0.01% 277
2025
Q2 		$23.6K Buy
+1,332
New +$25.9K 0.02% 257
2024
Q3 		$43.8K Buy
2,234
+46
+2% +$915 0.04% 195
2024
Q2 		$42.9K Buy
+2,188
New +$41.5K 0.04% 195
2023
Q3 		$3.87K Buy
+195
New +$3.69K ﹤0.01% 326

Other funds holding BTAL

PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

WFA of San Diego's BTAL Position: Q1 2026 in Review

WFA of San Diego reduced its AGF US Market Neutral Anti-Beta Fund (BTAL) stake by 13% in Q1 2026, selling an estimated $2.24K and leaving 1,031 shares worth $14.4K. The position accounts for 0.01% of the portfolio, ranked #278.

WFA of San Diego first reported a position in BTAL in Q3 2023 and has held it in 7 quarters since. The position peaked at $43.8K in Q3 2024. 87 funds tracked by Wall St. Rank hold BTAL as of Q1 2026.

  • WFA of San Diego held 1,031 shares of AGF US Market Neutral Anti-Beta Fund worth $14.4K as of Q1 2026.
  • WFA of San Diego sold 160 AGF US Market Neutral Anti-Beta Fund shares in Q1 2026, an estimated $2.24K.
  • AGF US Market Neutral Anti-Beta Fund made up 0.01% of WFA of San Diego's portfolio in Q1 2026, its #278 holding.
  • WFA of San Diego first reported a position in AGF US Market Neutral Anti-Beta Fund in Q3 2023 and has held it in 7 quarters since.
  • WFA of San Diego's AGF US Market Neutral Anti-Beta Fund position peaked at $43.8K in Q3 2024.
  • 87 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.