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Bard Financial Services’s British American Tobacco BTI Stock Holding History

Bard Financial 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
2025
Q3 		$3.52M Sell
66,357
-38,612
-37% -$2.1M 0.39% 67
2025
Q2 		$4.97M Sell
104,969
-2,181
-2% -$96.6K 0.59% 51
2025
Q1 		$4.43M Sell
107,150
-485
-0.5% -$19.1K 0.54% 51
2024
Q4 		$3.91M Buy
107,635
+13,426
+14% +$485K 0.47% 55
2024
Q3 		$3.45M Buy
94,209
+31,174
+49% +$1.11M 0.41% 60
2024
Q2 		$1.95M Buy
63,035
+44,035
+232% +$1.34M 0.2% 87
2024
Q1 		$580K Sell
19,000
-4,250
-18% -$128K 0.06% 146
2023
Q4 		$681K Sell
23,250
-4,075
-15% -$124K 0.08% 138
2023
Q3 		$858K Buy
27,325
+1,075
+4% +$35.4K 0.11% 119
2023
Q2 		$872K Sell
26,250
-5,250
-17% -$179K 0.07% 174
2023
Q1 		$1.11M Buy
31,500
+1,250
+4% +$47.1K 0.09% 164
2022
Q4 		$1.21M Buy
30,250
+3,900
+15% +$153K 0.1% 144
2022
Q3 		$935K Buy
26,350
+6,275
+31% +$251K 0.09% 160
2022
Q2 		$861K Buy
20,075
+5,750
+40% +$247K 0.08% 164
2022
Q1 		$604K Buy
14,325
+7,750
+118% +$330K 0.05% 182
2021
Q4 		$246K Buy
+6,575
New +$233K 0.02% 253

Other funds holding BTI

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Bard Financial Services's BTI Position: Q3 2025 in Review

Bard Financial Services reduced its British American Tobacco (BTI) stake by 37% in Q3 2025, selling an estimated $2.1M and leaving 66,357 shares worth $3.52M. The position accounts for 0.39% of the portfolio, ranked #67.

Bard Financial Services first reported a position in BTI in Q4 2021 and has held it in 16 quarters since. The position peaked at $4.97M in Q2 2025. 771 funds tracked by Wall St. Rank hold BTI as of Q3 2025.

  • Bard Financial Services held 66,357 shares of British American Tobacco worth $3.52M as of Q3 2025.
  • Bard Financial Services sold 38,612 British American Tobacco shares in Q3 2025, an estimated $2.1M.
  • British American Tobacco made up 0.39% of Bard Financial Services's portfolio in Q3 2025, its #67 holding.
  • Bard Financial Services first reported a position in British American Tobacco in Q4 2021 and has held it in 16 quarters since.
  • Bard Financial Services's British American Tobacco position peaked at $4.97M in Q2 2025.
  • 771 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.