Key Client Fiduciary Advisors’s British American Tobacco BTI Stock Holding History

Key Client Fiduciary 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 Q2	$977K	Sell	15,819 -191	-1%	-$11.5K	0.28%	73
2026 Q1	$936K	Buy	16,010 +268	+2%	+$15.9K	0.32%	65
2025 Q4	$891K	Buy	15,742 +164	+1%	+$8.95K	0.31%	68
2025 Q3	$827K	Buy	15,578 +730	+5%	+$39.6K	0.28%	76
2025 Q2	$703K	Buy	14,848 +914	+7%	+$40.5K	0.29%	80
2025 Q1	$576K	Sell	13,934 -1,113	-7%	-$43.8K	0.27%	89
2024 Q4	$547K	Buy	15,047 +295	+2%	+$10.7K	0.24%	97
2024 Q3	$540K	Sell	14,752 -64	-0.4%	-$2.29K	0.25%	96
2024 Q2	$458K	Sell	14,816 -943	-6%	-$28.6K	0.23%	99
2024 Q1	$481K	Buy	15,759 +2,227	+16%	+$67K	0.26%	100
2023 Q4	$396K	Sell	13,532 -1,279	-9%	-$38.9K	0.23%	110
2023 Q3	$465K	Buy	14,811 +4,268	+40%	+$141K	0.29%	84
2023 Q2	$350K	Buy	10,543 +498	+5%	+$17K	0.2%	112
2023 Q1	$353K	Buy	10,045 +2,286	+29%	+$86.2K	0.22%	103
2022 Q4	$310K	Buy	7,759 +571	+8%	+$22.4K	0.21%	111
2022 Q3	$255K	Buy	7,188 +189	+3%	+$7.57K	0.26%	89
2022 Q2	$300K	Sell	6,999 -262	-4%	-$11.2K	0.29%	80
2022 Q1	$306K	Buy	7,261 +1,323	+22%	+$56.4K	0.25%	96
2021 Q4	$222K	Buy	+5,938	New	+$211K	0.19%	111

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

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 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

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