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Opal Wealth Advisors’s British American Tobacco BTI Stock Holding History

Opal Wealth Advisors’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 		– Sell
-1,224
Closed -$71.6K – 286
2026
Q1 		$71.6K Buy
+1,224
New +$72.4K 0.02% 337
2024
Q3 		– Sell
-342
Closed -$10.6K – 327
2024
Q2 		$10.6K Buy
+342
New +$10.4K ﹤0.01% 647

Other funds holding BTI

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 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
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $267M AUM 42.76% 1-Year Est. Return

Opal Wealth Advisors's BTI Position: Q2 2026 in Review

Opal Wealth Advisors sold out of British American Tobacco (BTI) in Q2 2026, closing a stake of 1,224 shares — an estimated $71.6K sold.

Opal Wealth Advisors first reported a position in BTI in Q2 2024 and held it in 2 quarters. The position peaked at $71.6K in Q1 2026. 207 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

  • Opal Wealth Advisors reported no remaining British American Tobacco position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 1,224 British American Tobacco shares in Q2 2026, an estimated $71.6K.
  • Opal Wealth Advisors first reported a position in British American Tobacco in Q2 2024 and held it in 2 quarters.
  • Opal Wealth Advisors's British American Tobacco position peaked at $71.6K in Q1 2026.
  • 207 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.