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Equitable Trust’s British American Tobacco BTI Stock Holding History

Equitable Trust’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 		$2.96M Buy
54,343
+17,076
+46% +$991K 0.12% 133
2026
Q2 		$2.3M Sell
37,267
-56
-0.2% -$3.38K 0.1% 154
2026
Q1 		$2.18M Buy
+37,323
New +$2.21M 0.1% 147

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
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $405M AUM 26.05% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Equitable Trust's BTI Position: Q3 2026 in Review

Equitable Trust increased its British American Tobacco (BTI) stake by 46% in Q3 2026, buying an estimated $991K and bringing the position to 54,343 shares worth $2.96M. The position accounts for 0.12% of the portfolio, ranked #133.

Equitable Trust first reported a position in BTI in Q1 2026 and has held it in 3 quarters since. 137 funds tracked by Wall St. Rank hold BTI as of Q3 2026.

  • Equitable Trust held 54,343 shares of British American Tobacco worth $2.96M as of Q3 2026.
  • Equitable Trust bought 17,076 British American Tobacco shares in Q3 2026, an estimated $991K.
  • British American Tobacco made up 0.12% of Equitable Trust's portfolio in Q3 2026, its #133 holding.
  • Equitable Trust first reported a position in British American Tobacco in Q1 2026 and has held it in 3 quarters since.
  • 137 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.