HF Advisory Group’s British American Tobacco BTI Stock Holding History

HF Advisory Group’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	$3.4M	Buy	55,111 +4,087	+8%	+$247K	1.05%	33
2026 Q1	$2.98M	Buy	51,024 +2,970	+6%	+$176K	1.02%	34
2025 Q4	$2.72M	Buy	48,054 +6,652	+16%	+$363K	0.95%	36
2025 Q3	$2.2M	Sell	41,402 -5,722	-12%	-$311K	0.81%	48
2025 Q2	$2.23M	Buy	47,124 +2,993	+7%	+$133K	0.88%	41
2025 Q1	$1.83M	Buy	44,131 +4,345	+11%	+$171K	0.8%	42
2024 Q4	$1.45M	Sell	39,786 -276	-0.7%	-$9.97K	0.66%	58
2024 Q3	$1.47M	Sell	40,062 -1,308	-3%	-$46.7K	0.68%	55
2024 Q2	$1.28M	Buy	41,370 +2,814	+7%	+$85.5K	0.66%	56
2024 Q1	$1.18M	Buy	38,556 +3,028	+9%	+$91.1K	0.66%	55
2023 Q4	$1.04M	Buy	35,528 +2,772	+8%	+$84.3K	0.66%	54
2023 Q3	$1.03M	Buy	32,756 +4,332	+15%	+$143K	0.76%	49
2023 Q2	$944K	Buy	28,424 +6,311	+29%	+$216K	0.75%	50
2023 Q1	$777K	Buy	22,113 +5,141	+30%	+$194K	0.69%	51
2022 Q4	$679K	Buy	+16,972	New	+$667K	0.69%	55

Other funds holding BTI

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Wealth Science Advisors Alpharetta, Georgia $225M AUM

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return

Key Client Fiduciary Advisors Fairfield, New Jersey $343M AUM 35.3% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return