Arlington Trust’s British American Tobacco BTI Stock Holding History

Arlington Trust’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 Q2	$25.6K	Hold	415	–	–	﹤0.01%	359
2026 Q1	$24.3K	Buy	415 +136	+49%	+$8.05K	﹤0.01%	314
2025 Q4	$15.8K	Buy	+279	New	+$15.2K	﹤0.01%	269
2025 Q3	–	Sell	-2,000	Closed	-$94.7K	–	590
2025 Q2	$94.7K	Hold	2,000	–	–	0.02%	267
2025 Q1	$82.7K	Hold	2,000	–	–	0.02%	293
2024 Q4	$72.6K	Hold	2,000	–	–	0.02%	308
2024 Q3	$73.2K	Hold	2,000	–	–	0.02%	294
2024 Q2	$61.9K	Hold	2,000	–	–	0.01%	308
2024 Q1	$61K	Sell	2,000 -3,034	-60%	-$91.3K	0.02%	268
2023 Q4	$147K	Buy	+5,034	New	+$153K	0.04%	166

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Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Wealth Science Advisors Alpharetta, Georgia $225M AUM

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return

Key Client Fiduciary Advisors Fairfield, New Jersey $343M AUM 35.3% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return