Avior Wealth Management’s British American Tobacco BTI Stock Holding History

Avior Wealth Management’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	$220K	Buy	+3,569	New	+$215K	0.01%	735
2024 Q2	–	Sell	-761	Closed	-$23.2K	–	2476
2024 Q1	$23.2K	Buy	+761	New	+$22.9K	﹤0.01%	1538
2021 Q3	–	Sell	-20	Closed	–	–	1059
2021 Q2	$0	Hold	20	–	–	﹤0.01%	1036
2021 Q1	$0	Buy	+20	New	+$753	﹤0.01%	1015
2018 Q4	–	Sell	-61	Closed	-$3K	–	710
2018 Q3	$3K	Hold	61	–	–	﹤0.01%	657
2018 Q2	$3K	Hold	61	–	–	﹤0.01%	682
2018 Q1	$4K	Sell	61 -65	-52%	-$4.09K	﹤0.01%	640
2017 Q4	$8K	Buy	126 +61	+94%	+$3.98K	﹤0.01%	610
2017 Q3	$4K	Buy	+65	New	+$4.19K	﹤0.01%	402

Other funds holding BTI

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

DFG

Dupree Financial Group Lexington, Kentucky $267M AUM 42.76% 1-Year Est. Return

Avior Wealth Management's BTI Position: Q2 2026 in Review

Avior Wealth Management opened a new position in British American Tobacco (BTI) in Q2 2026: 3,569 shares worth $220K. The stake represents 0.01% of the portfolio and ranks #735 among its holdings. This is a return to the name: Avior Wealth Management previously reported a position in BTI as recently as Q1 2024.

Avior Wealth Management first reported a position in BTI in Q3 2017 and has held it in 9 quarters since. 221 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Avior Wealth Management held 3,569 shares of British American Tobacco worth $220K as of Q2 2026.
British American Tobacco was a new Avior Wealth Management position in Q2 2026.
British American Tobacco made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #735 holding.
Avior Wealth Management first reported a position in British American Tobacco in Q3 2017 and has held it in 9 quarters since.
221 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.