Halbert Hargrove Global Advisors
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Halbert Hargrove Global Advisors’s British American Tobacco BTI Stock Holding History

Halbert Hargrove Global Advisors’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 		– Sell
-24
Closed -$1.49K – 399
2026
Q2 		$1.49K Buy
+24
New +$1.45K ﹤0.01% 410
2025
Q2 		– Sell
-11
Closed -$468 – 359
2025
Q1 		$468 Buy
+11
New +$432 ﹤0.01% 510

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ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Halbert Hargrove Global Advisors's BTI Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of British American Tobacco (BTI) in Q3 2026, closing a stake of 24 shares — an estimated $1.49K sold.

Halbert Hargrove Global Advisors first reported a position in BTI in Q1 2025 and held it in 2 quarters. The position peaked at $1.49K in Q2 2026. 332 funds tracked by Wall St. Rank hold BTI as of Q3 2026.

  • Halbert Hargrove Global Advisors reported no remaining British American Tobacco position as of Q3 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 24 British American Tobacco shares in Q3 2026, an estimated $1.49K.
  • Halbert Hargrove Global Advisors first reported a position in British American Tobacco in Q1 2025 and held it in 2 quarters.
  • Halbert Hargrove Global Advisors's British American Tobacco position peaked at $1.49K in Q2 2026.
  • 332 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.