BANK OF MONTREAL /CAN/
BankPosition in BTAL — AGF U.S. Market Neutral Anti-Beta Fund
CIK 927971
TORONTO, A6
Position in BTAL
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$576,617
-$3,625,826 QoQ
Shares Held
41,305
-81.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in BTAL Over Time
Shares Held
Position Value (USD)
All Filings in BTAL
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $576,617 | 41,305 | Shares | Defined | 2026-05-13 | |
| 2024-12-31 | $4,202,443 | 227,405 | Shares | Defined | 2025-02-13 | |
| 2024-06-30 | $4,235,663 | 215,885 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $183,713 | 10,195 | Shares | Defined | 2024-05-13 | |
| 2023-09-30 | $212,184 | 10,684 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $550,455 | 29,342 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $1,667,761 | 81,753 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $6,051,615 | 285,319 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $12,296,945 | 604,867 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $16,932,643 | 777,440 | Shares | Defined | 2022-08-11 | |
| 2021-03-31 | $4,162 | 243 | Shares | Defined | 2021-05-13 | |
| 2020-09-30 | $4,090,435 | 173,397 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $7,804,401 | 320,641 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $1,740,317 | 67,743 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||