Annex Advisory Services’s British American Tobacco BTI Stock Holding History

Annex Advisory Services’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	$422K	Buy	7,751 +145	+2%	+$8.41K	0.01%	288
2026 Q2	$470K	Buy	7,606 +85	+1%	+$5.13K	0.01%	267
2026 Q1	$440K	Buy	7,521 +103	+1%	+$6.09K	0.01%	265
2025 Q4	$420K	Buy	+7,418	New	+$405K	0.01%	262

Other funds holding BTI

EPAM

Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

DFG

Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

KGC

Kennon-Green & Company New Albany, Ohio $131M AUM 8.08% 1-Year Est. Return

BCFS

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $405M AUM 26.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Annex Advisory Services's BTI Position: Q3 2026 in Review

Annex Advisory Services increased its British American Tobacco (BTI) stake by 1.9% in Q3 2026, buying an estimated $8.41K and bringing the position to 7,751 shares worth $422K. The position accounts for 0.01% of the portfolio, ranked #288.

Annex Advisory Services first reported a position in BTI in Q4 2025 and has held it in 4 quarters since. The position peaked at $470K in Q2 2026. 105 funds tracked by Wall St. Rank hold BTI as of Q3 2026.

Annex Advisory Services held 7,751 shares of British American Tobacco worth $422K as of Q3 2026.
Annex Advisory Services bought 145 British American Tobacco shares in Q3 2026, an estimated $8.41K.
British American Tobacco made up 0.01% of Annex Advisory Services's portfolio in Q3 2026, its #288 holding.
Annex Advisory Services first reported a position in British American Tobacco in Q4 2025 and has held it in 4 quarters since.
Annex Advisory Services's British American Tobacco position peaked at $470K in Q2 2026.
105 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.