Dynamic Advisor Solutions
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Dynamic Advisor Solutions’s British American Tobacco BTI Stock Holding History

Dynamic Advisor Solutions’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 		$733K Buy
13,479
+3,536
+36% +$205K 0.02% 545
2026
Q2 		$614K Buy
9,943
+701
+8% +$42.3K 0.02% 623
2026
Q1 		$540K Buy
9,242
+151
+2% +$8.94K 0.02% 630
2025
Q4 		$515K Sell
9,091
-1,367
-13% -$74.6K 0.02% 628
2025
Q3 		$555K Buy
10,458
+301
+3% +$16.3K 0.02% 596
2025
Q2 		$481K Buy
10,157
+543
+6% +$24K 0.01% 614
2025
Q1 		$398K Buy
9,614
+81
+0.8% +$3.18K 0.01% 637
2024
Q4 		$346K Sell
9,533
-3,115
-25% -$113K 0.02% 500
2024
Q3 		$463K Buy
12,648
+107
+0.9% +$3.82K 0.01% 635
2024
Q2 		$388K Buy
12,541
+1,563
+14% +$47.5K 0.01% 688
2024
Q1 		$335K Buy
10,978
+580
+6% +$17.5K 0.01% 725
2023
Q4 		$315K Sell
10,398
-4,793
-32% -$146K 0.01% 700
2023
Q3 		$477K Buy
15,191
+6,009
+65% +$198K 0.02% 535
2023
Q2 		$305K Buy
9,182
+515
+6% +$17.6K 0.02% 623
2023
Q1 		$304K Buy
8,667
+511
+6% +$19.3K 0.02% 586
2022
Q4 		$326K Sell
8,156
-308
-4% -$12.1K 0.02% 537
2022
Q3 		$300K Buy
8,464
+920
+12% +$36.9K 0.02% 525
2022
Q2 		$324K Buy
7,544
+1,444
+24% +$62K 0.02% 504
2022
Q1 		$257K Buy
6,100
+341
+6% +$14.5K 0.02% 607
2021
Q4 		$215K Buy
+5,759
New +$204K 0.02% 667
2019
Q2 		– Sell
-5,320
Closed -$222K – 527
2019
Q1 		$222K Buy
+5,320
New +$194K 0.04% 356
2018
Q4 		– Sell
-6,163
Closed -$287K – 403
2018
Q3 		$287K Buy
6,163
+797
+15% +$40.5K 0.06% 313
2018
Q2 		$272K Buy
5,366
+831
+18% +$43.8K 0.06% 314
2018
Q1 		$262K Buy
+4,535
New +$285K 0.07% 278

Other funds holding BTI

Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
KGC
Kennon-Green & Company New Albany, Ohio $131M AUM 8.08% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $405M AUM 26.05% 1-Year Est. Return

Dynamic Advisor Solutions's BTI Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its British American Tobacco (BTI) stake by 36% in Q3 2026, buying an estimated $205K and bringing the position to 13,479 shares worth $733K. The position accounts for 0.02% of the portfolio, ranked #545.

Dynamic Advisor Solutions first reported a position in BTI in Q1 2018 and has held it in 24 quarters since. 144 funds tracked by Wall St. Rank hold BTI as of Q3 2026.

  • Dynamic Advisor Solutions held 13,479 shares of British American Tobacco worth $733K as of Q3 2026.
  • Dynamic Advisor Solutions bought 3,536 British American Tobacco shares in Q3 2026, an estimated $205K.
  • British American Tobacco made up 0.02% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #545 holding.
  • Dynamic Advisor Solutions first reported a position in British American Tobacco in Q1 2018 and has held it in 24 quarters since.
  • 144 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.