Curated Wealth Partners’s British American Tobacco BTI Stock Holding History

Curated Wealth Partners’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	$584K	Buy	+500,030	New	+$30.2M	0.08%	237
2023 Q3	–	Sell	-7,672	Closed	-$255K	–	137
2023 Q2	$255K	Hold	7,672	–	–	0.05%	111
2023 Q1	$269K	Sell	7,672 -58	-0.8%	-$2.19K	0.06%	105
2022 Q4	$309K	Sell	7,730 -633	-8%	-$24.9K	0.08%	90
2022 Q3	$295K	Sell	8,363 -1,738	-17%	-$69.6K	0.09%	93
2022 Q2	$432K	Buy	+10,101	New	+$433K	0.13%	75
2021 Q4	–	Sell	-8,794	Closed	-$310K	–	145
2021 Q3	$310K	Buy	8,794 +164	+2%	+$6.16K	0.17%	108
2021 Q2	$339K	Sell	8,630 -1,762	-17%	-$69K	0.18%	103
2021 Q1	$403K	Buy	10,392 +604	+6%	+$22.7K	0.25%	80
2020 Q4	$367K	Buy	+9,788	New	+$350K	0.24%	86

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

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

GIA

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

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

PCM

Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return

BCFS

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

Curated Wealth Partners's BTI Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in British American Tobacco (BTI) in Q2 2026: 500,030 shares worth $584K. The stake represents 0.08% of the portfolio and ranks #237 among its holdings. This is a return to the name: Curated Wealth Partners previously reported a position in BTI as recently as Q2 2023.

Curated Wealth Partners first reported a position in BTI in Q4 2020 and has held it in 10 quarters since. 159 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Curated Wealth Partners held 500,030 shares of British American Tobacco worth $584K as of Q2 2026.
British American Tobacco was a new Curated Wealth Partners position in Q2 2026.
British American Tobacco made up 0.08% of Curated Wealth Partners's portfolio in Q2 2026, its #237 holding.
Curated Wealth Partners first reported a position in British American Tobacco in Q4 2020 and has held it in 10 quarters since.
159 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.