Orca Wealth Management
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Orca Wealth Management’s British American Tobacco BTI Stock Holding History

Orca Wealth Management’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 		$3.79M Sell
69,728
-48
-0.1% -$2.78K 2.26% 12
2026
Q2 		$4.31M Buy
69,776
+2,966
+4% +$179K 2.59% 11
2026
Q1 		$3.91M Buy
66,810
+4,598
+7% +$272K 2.78% 12
2025
Q4 		$3.83M Buy
62,212
+4,892
+9% +$267K 2.74% 11
2025
Q3 		$3.04M Buy
57,320
+1,037
+2% +$56.3K 2.3% 12
2025
Q2 		$2.66M Buy
+56,283
New +$2.49M 2.24% 13

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

Orca Wealth Management's BTI Position: Q3 2026 in Review

Orca Wealth Management reduced its British American Tobacco (BTI) stake by 0.07% in Q3 2026, selling an estimated $2.78K and leaving 69,728 shares worth $3.79M. The position accounts for 2.26% of the portfolio, ranked #12.

Orca Wealth Management first reported a position in BTI in Q2 2025 and has held it in 6 quarters since. The position peaked at $4.31M in Q2 2026. 332 funds tracked by Wall St. Rank hold BTI as of Q3 2026.

  • Orca Wealth Management held 69,728 shares of British American Tobacco worth $3.79M as of Q3 2026.
  • Orca Wealth Management sold 48 British American Tobacco shares in Q3 2026, an estimated $2.78K.
  • British American Tobacco made up 2.26% of Orca Wealth Management's portfolio in Q3 2026, its #12 holding.
  • Orca Wealth Management first reported a position in British American Tobacco in Q2 2025 and has held it in 6 quarters since.
  • Orca Wealth Management's British American Tobacco position peaked at $4.31M in Q2 2026.
  • 332 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2026.

Based on Orca Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.