Mather Group
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Mather Group’s British American Tobacco BTI Stock Holding History

Mather 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
Q3 		$250K Buy
4,593
+857
+23% +$49.7K ﹤0.01% 728
2026
Q2 		$231K Buy
3,736
+34
+0.9% +$2.05K ﹤0.01% 743
2026
Q1 		$216K Buy
+3,702
New +$219K ﹤0.01% 717
2025
Q4 		– Sell
-855
Closed -$45.4K – 781
2025
Q3 		$45.4K Buy
+855
New +$46.4K ﹤0.01% 925
2025
Q2 		– Sell
-644
Closed -$26.6K – 761
2025
Q1 		$26.6K Buy
644
+480
+293% +$18.9K ﹤0.01% 1025
2024
Q4 		$5.96K Buy
164
+104
+173% +$3.76K ﹤0.01% 1350
2024
Q3 		$2.2K Sell
60
-1,143
-95% -$40.8K ﹤0.01% 1470
2024
Q2 		$36.7K Buy
1,203
+1,177
+4,527% +$35.8K ﹤0.01% 1087
2024
Q1 		$762 Buy
+26
New +$782 ﹤0.01% 1653

Other funds holding BTI

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Dupree Financial Group
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Mather Group's BTI Position: Q3 2026 in Review

Mather Group increased its British American Tobacco (BTI) stake by 23% in Q3 2026, buying an estimated $49.7K and bringing the position to 4,593 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

Mather Group first reported a position in BTI in Q1 2024 and has held it in 9 quarters since. 220 funds tracked by Wall St. Rank hold BTI as of Q3 2026.

  • Mather Group held 4,593 shares of British American Tobacco worth $250K as of Q3 2026.
  • Mather Group bought 857 British American Tobacco shares in Q3 2026, an estimated $49.7K.
  • British American Tobacco made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #728 holding.
  • Mather Group first reported a position in British American Tobacco in Q1 2024 and has held it in 9 quarters since.
  • 220 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.