Triumph Capital Management BTAL — AGF U.S. MARKET NEUTRAL ANTI-BETA FUND

Ownership history in Triumph Capital Management  ·  8 quarters on record

AI Ownership Summary

Triumph Capital Management reported AGF U.S. MARKET NEUTRAL ANTI-BETA FUND (BTAL) in 8 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.23% in 2024 Q4. The latest visible filing shows BTAL at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BTAL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Triumph Capital Management's position in AGF U.S. MARKET NEUTRAL ANTI-BETA FUND, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BTAL was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BTAL stock page Triumph Capital Management fund profile Triumph Capital Management full holdings
How Triumph Capital Management held BTAL — position size vs. price
% of Fund (quarterly)    BTAL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 3,220 -712 -18.1% 0.01% $36K 2026-07-21 $11.84
2026 Q1 UNCHANGED — — — 3,932 — 0% 0.01% $55K 2026-05-13 $12.01
2025 Q4 REDUCED 10.2% -3.0% ✅ 3,932 -445 -10.2% 0.01% $57K 2026-02-12 $14.13
2025 Q3 REDUCED 83.6% -8.4% ✅ 4,377 -22,361 -83.6% 0.02% $70K 2025-11-17 $15.30
2025 Q1 REDUCED 26.6% -15.1% ✅ 26,738 -9,714 -26.6% 0.19% $557K 2025-05-06 $19.49
2024 Q4 ADDED — — — 36,452 +10,423 +40.0% 0.23% $674K 2025-02-14 $17.41
2024 Q1 REDUCED 51.4% +9.6% ❌ 26,029 -27,562 -51.4% 0.19% $474K 2024-04-25 $17.94
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BTAL

As of 2026 Q2 — sorted by position size

Town & Country Bank & Trust CO dba First Bankers Trust CO 3Y 7Y 0.15% Entelevest, LLC 0.1% WEALTHEDGE INVESTMENT ADVISORS, LLC 0.08% LANARK FINANCIAL, INC. 0.05% FLAGSHIP HARBOR ADVISORS, LLC 3Y 7Y 0.02% Bison Wealth, LLC 0.02% Dynamic Advisor Solutions LLC 3Y 7Y 0.02% IFP Advisors, Inc 3Y 7Y 0.01% NWAM LLC 3Y 7Y 0.01% Signature Resources Capital Management, LLC 0.01%

FAQ About Triumph Capital Management and BTAL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Triumph Capital Management reported owning BTAL?

Triumph Capital Management reported BTAL across 7 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported BTAL position in Triumph Capital Management's portfolio?

The largest reported portfolio weight for BTAL was 0.23% in 2024 Q4.

What is the latest reported BTAL position on this page?

The most recent filing on this page is 2026 Q2, when Triumph Capital Management reported 3,220 shares, equal to 0.01% of portfolio, with an estimated market value of $36K.

What does the chart on this BTAL ownership page compare?

The chart compares Triumph Capital Management's quarterly BTAL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Triumph Capital Management time their BTAL position?

Based on 13F filing dates vs. subsequent BTAL price moves, Triumph Capital Management correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on BTAL relative to SPY over the holding period was -35.6%.

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