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Legacy Financial Advisors’s British American Tobacco BTI Stock Holding History

Legacy Financial 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
2025
Q4 		– Sell
-16,050
Closed -$852K – 404
2025
Q3 		$852K Buy
+16,050
New +$871K 0.12% 159
2025
Q2 		– Sell
-14,241
Closed -$589K – 352
2025
Q1 		$589K Buy
14,241
+1,569
+12% +$61.7K 0.1% 171
2024
Q4 		$460K Buy
12,672
+1,132
+10% +$40.9K 0.08% 204
2024
Q3 		$422K Buy
11,540
+1,977
+21% +$70.7K 0.07% 221
2024
Q2 		$296K Buy
+9,563
New +$290K 0.05% 255
2019
Q2 		– Sell
-1,837
Closed -$77K – 229
2019
Q1 		$77K Buy
1,837
+1,282
+231% +$46.6K 0.03% 202
2018
Q4 		$18K Sell
555
-76
-12% -$2.96K 0.01% 432
2018
Q3 		$29K Sell
631
-344
-35% -$17.5K 0.01% 316
2018
Q2 		$51K Buy
975
+500
+105% +$26.3K 0.02% 247
2018
Q1 		$28K Sell
475
-178
-27% -$11.2K 0.01% 311
2017
Q4 		$43K Buy
+653
New +$42.6K 0.02% 260

Other funds holding BTI

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Legacy Financial Advisors's BTI Position: Q4 2025 in Review

Legacy Financial Advisors sold out of British American Tobacco (BTI) in Q4 2025, closing a stake of 16,050 shares — an estimated $852K sold.

Legacy Financial Advisors first reported a position in BTI in Q4 2017 and held it in 11 quarters. The position peaked at $852K in Q3 2025. 823 funds tracked by Wall St. Rank hold BTI as of Q4 2025.

  • Legacy Financial Advisors reported no remaining British American Tobacco position as of Q4 2025 after selling out during the quarter.
  • Legacy Financial Advisors sold 16,050 British American Tobacco shares in Q4 2025, an estimated $852K.
  • Legacy Financial Advisors first reported a position in British American Tobacco in Q4 2017 and held it in 11 quarters.
  • Legacy Financial Advisors's British American Tobacco position peaked at $852K in Q3 2025.
  • 823 funds tracked by Wall St. Rank held British American Tobacco as of Q4 2025.

Based on Legacy Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.