PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s British American Tobacco BTI Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$18.5K	Buy	+300	New	+$18.1K	0.01%	403
2026 Q1	–	Sell	-250	Closed	-$14.2K	–	521
2025 Q4	$14.2K	Hold	250	–	–	﹤0.01%	390
2025 Q3	$13.3K	Hold	250	–	–	﹤0.01%	387
2025 Q2	$11.8K	Hold	250	–	–	﹤0.01%	348
2025 Q1	$10.3K	Buy	+250	New	+$9.83K	﹤0.01%	360

Other funds holding BTI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s BTI Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. opened a new position in British American Tobacco (BTI) in Q2 2026: 300 shares worth $18.5K. The stake represents 0.01% of the portfolio and ranks #403 among its holdings. This is a return to the name: PENSION & WEALTH MANAGEMENT ADVISORS, INC. previously reported a position in BTI as recently as Q4 2025.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in BTI in Q1 2025 and has held it in 5 quarters since. 538 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 300 shares of British American Tobacco worth $18.5K as of Q2 2026.
British American Tobacco was a new PENSION & WEALTH MANAGEMENT ADVISORS, INC. position in Q2 2026.
British American Tobacco made up 0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #403 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in British American Tobacco in Q1 2025 and has held it in 5 quarters since.
538 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.