Midwest Trust’s British American Tobacco BTI Stock Holding History

Midwest Trust’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	$602K	Buy	11,075 +4,897	+79%	+$284K	0.01%	433
2026 Q2	$382K	Sell	6,178 -376	-6%	-$22.7K	﹤0.01%	490
2026 Q1	$383K	Sell	6,554 -2,959	-31%	-$175K	﹤0.01%	471
2025 Q4	$539K	Buy	9,513 +2,020	+27%	+$110K	0.01%	420
2025 Q3	$398K	Sell	7,493 -166,540	-96%	-$9.04M	0.01%	457
2025 Q2	$8.24M	Buy	+174,033	New	+$7.71M	0.11%	164

Other funds holding BTI

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Midwest Trust's BTI Position: Q3 2026 in Review

Midwest Trust increased its British American Tobacco (BTI) stake by 79% in Q3 2026, buying an estimated $284K and bringing the position to 11,075 shares worth $602K. The position accounts for 0.01% of the portfolio, ranked #433.

Midwest Trust first reported a position in BTI in Q2 2025 and has held it in 6 quarters since. The position peaked at $8.24M in Q2 2025. 279 funds tracked by Wall St. Rank hold BTI as of Q3 2026.

Midwest Trust held 11,075 shares of British American Tobacco worth $602K as of Q3 2026.
Midwest Trust bought 4,897 British American Tobacco shares in Q3 2026, an estimated $284K.
British American Tobacco made up 0.01% of Midwest Trust's portfolio in Q3 2026, its #433 holding.
Midwest Trust first reported a position in British American Tobacco in Q2 2025 and has held it in 6 quarters since.
Midwest Trust's British American Tobacco position peaked at $8.24M in Q2 2025.
279 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.