AGH Wealth Advisors’s British American Tobacco BTI Stock Holding History

AGH Wealth Advisors’s Portfolio BTI Stock Details BTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$226K	Sell	4,161 -601	-13%	-$34.9K	0.13%	117
2026 Q2	$294K	Sell	4,762 -20	-0.4%	-$1.21K	0.19%	92
2026 Q1	$280K	Sell	4,782 -55	-1%	-$3.26K	0.21%	97
2025 Q4	$274K	Sell	4,837 -138	-3%	-$7.53K	0.21%	85
2025 Q3	$264K	Buy	4,975 +279	+6%	+$15.1K	0.19%	97
2025 Q2	$222K	Sell	4,696 -368	-7%	-$16.3K	0.18%	115
2025 Q1	$209K	Buy	+5,064	New	+$199K	0.2%	107

Other funds holding BTI

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Euro Pacific Asset Management Dorado, Puerto Rico $1.11B AUM 22.59% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AGH Wealth Advisors's BTI Position: Q3 2026 in Review

AGH Wealth Advisors reduced its British American Tobacco (BTI) stake by 13% in Q3 2026, selling an estimated $34.9K and leaving 4,161 shares worth $226K. The position accounts for 0.13% of the portfolio, ranked #117.

AGH Wealth Advisors first reported a position in BTI in Q1 2025 and has held it in 7 quarters since. The position peaked at $294K in Q2 2026. 480 funds tracked by Wall St. Rank hold BTI as of Q3 2026.

AGH Wealth Advisors held 4,161 shares of British American Tobacco worth $226K as of Q3 2026.
AGH Wealth Advisors sold 601 British American Tobacco shares in Q3 2026, an estimated $34.9K.
British American Tobacco made up 0.13% of AGH Wealth Advisors's portfolio in Q3 2026, its #117 holding.
AGH Wealth Advisors first reported a position in British American Tobacco in Q1 2025 and has held it in 7 quarters since.
AGH Wealth Advisors's British American Tobacco position peaked at $294K in Q2 2026.
480 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2026.

Based on AGH Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.