Mitchell & Pahl Private Wealth
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Mitchell & Pahl Private Wealth’s British American Tobacco BTI Stock Holding History

Mitchell & Pahl Private Wealth’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 		$1.53M Buy
28,177
+1,066
+4% +$61.8K 0.55% 66
2026
Q2 		$1.67M Buy
27,111
+405
+2% +$24.4K 0.62% 61
2026
Q1 		$1.56M Sell
26,706
-59
-0.2% -$3.49K 0.63% 62
2025
Q4 		$1.52M Sell
26,765
-279
-1% -$15.2K 0.63% 62
2025
Q3 		$1.44M Sell
27,044
-153
-0.6% -$8.31K 0.6% 59
2025
Q2 		$1.29M Buy
27,197
+457
+2% +$20.2K 0.57% 67
2025
Q1 		$1.11M Sell
26,740
-698
-3% -$27.4K 0.52% 71
2024
Q4 		$997K Buy
27,438
+1,437
+6% +$51.9K 0.47% 76
2024
Q3 		$951K Buy
26,001
+246
+1% +$8.79K 0.44% 84
2024
Q2 		$797K Buy
25,755
+245
+1% +$7.44K 0.42% 88
2024
Q1 		$778K Buy
25,510
+4,176
+20% +$126K 0.41% 96
2023
Q4 		$625K Sell
21,334
-2,455
-10% -$74.7K 0.35% 105
2023
Q3 		$747K Buy
23,789
+2,423
+11% +$79.9K 0.44% 82
2023
Q2 		$709K Buy
21,366
+1,033
+5% +$35.3K 0.43% 87
2023
Q1 		$714K Buy
20,333
+92
+0.5% +$3.47K 0.45% 82
2022
Q4 		$809K Buy
20,241
+736
+4% +$28.9K 0.53% 69
2022
Q3 		$692K Buy
19,505
+391
+2% +$15.7K 0.51% 74
2022
Q2 		$820K Buy
19,114
+755
+4% +$32.4K 0.57% 64
2022
Q1 		$774K Buy
18,359
+1,705
+10% +$72.7K 0.49% 76
2021
Q4 		$623K Buy
16,654
+535
+3% +$19K 0.4% 79
2021
Q3 		$569K Buy
16,119
+313
+2% +$11.8K 0.41% 81
2021
Q2 		$621K Buy
15,806
+651
+4% +$25.5K 0.44% 79
2021
Q1 		$587K Buy
15,155
+601
+4% +$22.6K 0.46% 75
2020
Q4 		$546K Buy
+14,554
New +$521K 0.46% 76

Other funds holding BTI

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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 $1.11B AUM 22.59% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Mitchell & Pahl Private Wealth's BTI Position: Q3 2026 in Review

Mitchell & Pahl Private Wealth increased its British American Tobacco (BTI) stake by 3.9% in Q3 2026, buying an estimated $61.8K and bringing the position to 28,177 shares worth $1.53M. The position accounts for 0.55% of the portfolio, ranked #66.

Mitchell & Pahl Private Wealth first reported a position in BTI in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.67M in Q2 2026. 480 funds tracked by Wall St. Rank hold BTI as of Q3 2026.

  • Mitchell & Pahl Private Wealth held 28,177 shares of British American Tobacco worth $1.53M as of Q3 2026.
  • Mitchell & Pahl Private Wealth bought 1,066 British American Tobacco shares in Q3 2026, an estimated $61.8K.
  • British American Tobacco made up 0.55% of Mitchell & Pahl Private Wealth's portfolio in Q3 2026, its #66 holding.
  • Mitchell & Pahl Private Wealth first reported a position in British American Tobacco in Q4 2020 and has held it in 24 quarters since.
  • Mitchell & Pahl Private Wealth's British American Tobacco position peaked at $1.67M in Q2 2026.
  • 480 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.