CX Institutional’s British American Tobacco BTI Stock Holding History

CX Institutional’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	$31K	Buy	568 +8	+1%	+$464	﹤0.01%	1118
2026 Q2	$35K	Buy	560 +7	+1%	+$423	﹤0.01%	1038
2026 Q1	$32K	Sell	553 -68	-11%	-$4.02K	﹤0.01%	1036
2025 Q4	$35K	Buy	621 +83	+15%	+$4.53K	﹤0.01%	1023
2025 Q3	$29K	Sell	538 -277	-34%	-$15K	﹤0.01%	1038
2025 Q2	$39K	Hold	815	–	–	﹤0.01%	892
2025 Q1	$34K	Buy	+815	New	+$32K	﹤0.01%	889

Other funds holding BTI

AAA

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

DFG

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

KFP

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

KGC

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

HAG

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

ACL

Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

CX Institutional's BTI Position: Q3 2026 in Review

CX Institutional increased its British American Tobacco (BTI) stake by 1.4% in Q3 2026, buying an estimated $464 and bringing the position to 568 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #1118.

CX Institutional first reported a position in BTI in Q1 2025 and has held it in 7 quarters since. The position peaked at $39K in Q2 2025. 45 funds tracked by Wall St. Rank hold BTI as of Q3 2026.

CX Institutional held 568 shares of British American Tobacco worth $31K as of Q3 2026.
CX Institutional bought 8 British American Tobacco shares in Q3 2026, an estimated $464.
British American Tobacco made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1118 holding.
CX Institutional first reported a position in British American Tobacco in Q1 2025 and has held it in 7 quarters since.
CX Institutional's British American Tobacco position peaked at $39K in Q2 2025.
45 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.