HBK Sorce Advisory’s British American Tobacco BTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$244K Sell
4,123
-2
-0% -$121 ﹤0.01% 560
2026
Q1
$240K Buy
4,125
+91
+2% +$5.38K ﹤0.01% 551
2025
Q4
$253K Buy
4,034
+82
+2% +$4.47K 0.01% 521
2025
Q3
$201K Buy
+3,952
New +$215K 0.01% 584
2024
Q2
Sell
-7,176
Closed -$219K 573
2024
Q1
$219K Sell
7,176
-381
-5% -$11.5K 0.01% 533
2023
Q4
$221K Buy
7,557
+276
+4% +$8.4K 0.01% 501
2023
Q3
$229K Sell
7,281
-366
-5% -$12.1K 0.01% 492
2023
Q2
$254K Sell
7,647
-1,776
-19% -$60.7K 0.01% 486
2023
Q1
$331K Buy
9,423
+577
+7% +$21.8K 0.02% 413
2022
Q4
$354K Buy
+8,846
New +$348K 0.01% 503

Other funds holding BTI

HBK Sorce Advisory's BTI Position: Q2 2026 in Review

HBK Sorce Advisory reduced its British American Tobacco (BTI) stake by 0.05% in Q2 2026, selling an estimated $121 and leaving 4,123 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

HBK Sorce Advisory first reported a position in BTI in Q4 2022 and has held it in 10 quarters since. The position peaked at $354K in Q4 2022. 538 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

  • HBK Sorce Advisory held 4,123 shares of British American Tobacco worth $244K as of Q2 2026.
  • HBK Sorce Advisory sold 2 British American Tobacco shares in Q2 2026, an estimated $121.
  • British American Tobacco made up ﹤0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #560 holding.
  • HBK Sorce Advisory first reported a position in British American Tobacco in Q4 2022 and has held it in 10 quarters since.
  • HBK Sorce Advisory's British American Tobacco position peaked at $354K in Q4 2022.
  • 538 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.