Optimist Retirement Group
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Optimist Retirement Group’s British American Tobacco BTI Stock Holding History

Optimist Retirement 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 		– Sell
-40,936
Closed -$2.53M – 113
2026
Q2 		$2.53M Sell
40,936
-179
-0.4% -$10.8K 0.98% 27
2026
Q1 		$2.4M Sell
41,115
-398
-1% -$23.6K 1.06% 28
2025
Q4 		$2.35M Buy
41,513
+48
+0.1% +$2.62K 1.08% 26
2025
Q3 		$2.2M Sell
41,465
-9,005
-18% -$489K 0.99% 37
2025
Q2 		$2.39M Sell
50,470
-4,398
-8% -$195K 1.15% 23
2025
Q1 		$2.27M Sell
54,868
-5,036
-8% -$198K 1.14% 27
2024
Q4 		$2.18M Sell
59,904
-2,092
-3% -$75.6K 1.03% 25
2024
Q3 		$2.27M Sell
61,996
-1,870
-3% -$66.8K 1.02% 30
2024
Q2 		$1.98M Buy
63,866
+5,263
+9% +$160K 1.04% 28
2024
Q1 		$1.79M Buy
58,603
+47,298
+418% +$1.42M 0.92% 33
2023
Q4 		$331K Buy
+11,305
New +$344K 0.22% 54

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
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
Oppenheimer Asset Management
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
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Optimist Retirement Group's BTI Position: Q3 2026 in Review

Optimist Retirement Group sold out of British American Tobacco (BTI) in Q3 2026, closing a stake of 40,936 shares — an estimated $2.53M sold.

Optimist Retirement Group first reported a position in BTI in Q4 2023 and held it in 11 quarters. The position peaked at $2.53M in Q2 2026. 331 funds tracked by Wall St. Rank hold BTI as of Q3 2026.

  • Optimist Retirement Group reported no remaining British American Tobacco position as of Q3 2026 after selling out during the quarter.
  • Optimist Retirement Group sold 40,936 British American Tobacco shares in Q3 2026, an estimated $2.53M.
  • Optimist Retirement Group first reported a position in British American Tobacco in Q4 2023 and held it in 11 quarters.
  • Optimist Retirement Group's British American Tobacco position peaked at $2.53M in Q2 2026.
  • 331 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2026.

Based on Optimist Retirement Group's 13F filing for Q3 2026, filed 30 Oct 2026.