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LifeSteps Financial’s British American Tobacco BTI Stock Holding History

LifeSteps Financial’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 		$9.57K Buy
+155
New +$9.36K ﹤0.01% 424

Other funds holding BTI

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LifeSteps Financial's BTI Position: Q2 2026 in Review

LifeSteps Financial opened a new position in British American Tobacco (BTI) in Q2 2026: 155 shares worth $9.57K. The stake represents ﹤0.01% of the portfolio and ranks #424 among its holdings.

347 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

  • LifeSteps Financial held 155 shares of British American Tobacco worth $9.57K as of Q2 2026.
  • British American Tobacco was a new LifeSteps Financial position in Q2 2026.
  • British American Tobacco made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #424 holding.
  • 347 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.