RAYMOND JAMES FINANCIAL INC
Position in BTAL — AGF U.S. Market Neutral Anti-Beta Fund
CIK 720005
ST. PETERSBURG, FL
Position in BTAL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$164,127
+$2,120 QoQ
Shares Held
14,720
+60.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#23
of 42 holders
Holding Since
Dec 2024
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BTAL Over Time
Shares Held
Position Value (USD)
All Filings in BTAL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $164,127 | 14,720 | Shares | Defined | 2026-08-14 | |
| 2025-06-30 | $162,007 | 9,153 | Shares | Defined | 2025-08-14 | |
| 2024-12-31 | $195,795 | 10,595 | Shares | Defined | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||