BFC Planning, Inc.’s British American Tobacco BTI Stock Holding History

BFC Planning, 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	$604K	Buy	9,779 +1,155	+13%	+$69.7K	0.02%	541
2026 Q1	$504K	Sell	8,624 -7,587	-47%	-$449K	0.02%	567
2025 Q4	$918K	Sell	16,211 -186	-1%	-$10.1K	0.04%	388
2025 Q3	$870K	Buy	16,397 +2,323	+17%	+$126K	0.06%	257
2025 Q2	$666K	Buy	14,074 +2,983	+27%	+$132K	0.05%	298
2025 Q1	$459K	Buy	11,091 +2,055	+23%	+$80.8K	0.04%	345
2024 Q4	$328K	Buy	+9,036	New	+$326K	0.03%	446

Other funds holding BTI

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BFC Planning, Inc.'s BTI Position: Q2 2026 in Review

BFC Planning, Inc. increased its British American Tobacco (BTI) stake by 13% in Q2 2026, buying an estimated $69.7K and bringing the position to 9,779 shares worth $604K. The position accounts for 0.02% of the portfolio, ranked #541.

BFC Planning, Inc. first reported a position in BTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $918K in Q4 2025. 916 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

BFC Planning, Inc. held 9,779 shares of British American Tobacco worth $604K as of Q2 2026.
BFC Planning, Inc. bought 1,155 British American Tobacco shares in Q2 2026, an estimated $69.7K.
British American Tobacco made up 0.02% of BFC Planning, Inc.'s portfolio in Q2 2026, its #541 holding.
BFC Planning, Inc. first reported a position in British American Tobacco in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s British American Tobacco position peaked at $918K in Q4 2025.
916 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.