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

Elevation 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
Q3 		$6.64K Sell
122
-31
-20% -$1.8K ﹤0.01% 1029
2026
Q2 		$9.45K Buy
+153
New +$9.23K ﹤0.01% 822

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

Elevation Wealth Partners's BTI Position: Q3 2026 in Review

Elevation Wealth Partners reduced its British American Tobacco (BTI) stake by 20% in Q3 2026, selling an estimated $1.8K and leaving 122 shares worth $6.64K. The position accounts for ﹤0.01% of the portfolio, ranked #1029.

Elevation Wealth Partners first reported a position in BTI in Q2 2026 and has held it in 2 quarters since. The position peaked at $9.45K in Q2 2026. 45 funds tracked by Wall St. Rank hold BTI as of Q3 2026.

  • Elevation Wealth Partners held 122 shares of British American Tobacco worth $6.64K as of Q3 2026.
  • Elevation Wealth Partners sold 31 British American Tobacco shares in Q3 2026, an estimated $1.8K.
  • British American Tobacco made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1029 holding.
  • Elevation Wealth Partners first reported a position in British American Tobacco in Q2 2026 and has held it in 2 quarters since.
  • Elevation Wealth Partners's British American Tobacco position peaked at $9.45K in Q2 2026.
  • 45 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.