Penney Financial
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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
Q3 		– Sell
-3,603
Closed -$223K – 47
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cullen Capital Management
Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Penney Financial's BTI Position: Q3 2026 in Review

Penney Financial sold out of British American Tobacco (BTI) in Q3 2026, closing a stake of 3,603 shares — an estimated $223K sold.

Penney Financial first reported a position in BTI in Q4 2025 and held it in 3 quarters. The position peaked at $223K in Q2 2026. 565 funds tracked by Wall St. Rank hold BTI as of Q3 2026.

  • Penney Financial reported no remaining British American Tobacco position as of Q3 2026 after selling out during the quarter.
  • Penney Financial sold 3,603 British American Tobacco shares in Q3 2026, an estimated $223K.
  • Penney Financial first reported a position in British American Tobacco in Q4 2025 and held it in 3 quarters.
  • Penney Financial's British American Tobacco position peaked at $223K in Q2 2026.
  • 565 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2026.

Based on Penney Financial's 13F filing for Q3 2026, filed 20 Oct 2026.