Montgomery Financial Services’s British American Tobacco BTI Stock Holding History

Montgomery Financial Services’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	$8.91K	Buy	+144	New	+$8.69K	0.01%	184

Other funds holding BTI

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Montgomery Financial Services's BTI Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in British American Tobacco (BTI) in Q2 2026: 144 shares worth $8.91K. The stake represents 0.01% of the portfolio and ranks #184 among its holdings.

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

Montgomery Financial Services held 144 shares of British American Tobacco worth $8.91K as of Q2 2026.
British American Tobacco was a new Montgomery Financial Services position in Q2 2026.
British American Tobacco made up 0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #184 holding.
861 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.