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Penney Financial’s British American Tobacco BTI Stock Holding History

Penney Financial’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 		$223K Hold
3,603
– – 0.08% 48
2026
Q1 		$211K Hold
3,603
– – 0.08% 47
2025
Q4 		$204K Buy
+3,603
New +$197K 0.08% 49

Other funds holding BTI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Penney Financial's BTI Position: Q2 2026 in Review

Penney Financial held its British American Tobacco (BTI) position steady in Q2 2026 at 3,603 shares worth $223K. The position accounts for 0.08% of the portfolio, ranked #48.

Penney Financial first reported a position in BTI in Q4 2025 and has held it in 3 quarters since. 410 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

  • Penney Financial held 3,603 shares of British American Tobacco worth $223K as of Q2 2026.
  • Penney Financial left its British American Tobacco share count unchanged in Q2 2026.
  • British American Tobacco made up 0.08% of Penney Financial's portfolio in Q2 2026, its #48 holding.
  • Penney Financial first reported a position in British American Tobacco in Q4 2025 and has held it in 3 quarters since.
  • 410 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Penney Financial's 13F filing for Q2 2026, filed 22 Jul 2026.