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Patriot Financial Group Insurance Agency’s British American Tobacco BTI Stock Holding History

Patriot Financial Group Insurance Agency’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
2025
Q2 		– Sell
-6,323
Closed -$262K – 540
2025
Q1 		$262K Buy
+6,323
New +$249K 0.04% 401
2022
Q3 		– Sell
-3,064
Closed -$131K – 607
2022
Q2 		$131K Sell
3,064
-254
-8% -$10.9K 0.03% 477
2022
Q1 		$140K Buy
3,318
+1,043
+46% +$44.5K 0.02% 486
2021
Q4 		$85K Buy
2,275
+667
+41% +$23.7K 0.01% 693
2021
Q3 		$57K Buy
1,608
+174
+12% +$6.53K 0.01% 827
2021
Q2 		$56K Buy
1,434
+1,024
+250% +$40.1K 0.01% 804
2021
Q1 		$16K Sell
410
-108
-21% -$4.07K ﹤0.01% 1187
2020
Q4 		$19K Sell
518
-45
-8% -$1.61K ﹤0.01% 986
2020
Q3 		$20K Buy
563
+15
+3% +$525 0.01% 790
2020
Q2 		$21K Sell
548
-28
-5% -$1.07K 0.01% 730
2020
Q1 		$20K Buy
576
+340
+144% +$13.9K 0.01% 661
2019
Q4 		$10K Hold
236
– – ﹤0.01% 831
2019
Q3 		$9K Sell
236
-7
-3% -$256 ﹤0.01% 819
2019
Q2 		$9K Buy
243
+99
+69% +$3.75K ﹤0.01% 820
2019
Q1 		$6K Buy
+144
New +$5.24K ﹤0.01% 797
2018
Q3 		– Sell
-52
Closed -$3K – 993
2018
Q2 		$3K Sell
52
-444
-90% -$23.4K ﹤0.01% 516
2018
Q1 		$28K Hold
496
– – 0.02% 406
2017
Q4 		$33K Buy
496
+444
+854% +$28.9K 0.02% 358
2017
Q3 		$3K Buy
+52
New +$3.35K ﹤0.01% 767

Other funds holding BTI

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Patriot Financial Group Insurance Agency's BTI Position: Q2 2025 in Review

Patriot Financial Group Insurance Agency sold out of British American Tobacco (BTI) in Q2 2025, closing a stake of 6,323 shares — an estimated $262K sold.

Patriot Financial Group Insurance Agency first reported a position in BTI in Q3 2017 and held it in 19 quarters. The position peaked at $262K in Q1 2025. 718 funds tracked by Wall St. Rank hold BTI as of Q2 2025.

  • Patriot Financial Group Insurance Agency reported no remaining British American Tobacco position as of Q2 2025 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 6,323 British American Tobacco shares in Q2 2025, an estimated $262K.
  • Patriot Financial Group Insurance Agency first reported a position in British American Tobacco in Q3 2017 and held it in 19 quarters.
  • Patriot Financial Group Insurance Agency's British American Tobacco position peaked at $262K in Q1 2025.
  • 718 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2025, filed 21 Jul 2025.