Plan Group Financial’s British American Tobacco BTI Stock Holding History

Plan Group 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	$1.05M	Buy	17,000 +1,000	+6%	+$60.4K	0.22%	87
2026 Q1	$936K	Sell	16,000 -5,700	-26%	-$337K	0.22%	97
2025 Q4	$1.23M	Sell	21,700 -3,503	-14%	-$191K	0.32%	78
2025 Q3	$1.34M	Sell	25,203 -5,697	-18%	-$309K	0.36%	79
2025 Q2	$1.46M	Sell	30,900 -5,600	-15%	-$248K	0.48%	71
2025 Q1	$1.51M	Buy	+36,500	New	+$1.43M	0.54%	50

Other funds holding BTI

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Plan Group Financial's BTI Position: Q2 2026 in Review

Plan Group Financial increased its British American Tobacco (BTI) stake by 6.3% in Q2 2026, buying an estimated $60.4K and bringing the position to 17,000 shares worth $1.05M. The position accounts for 0.22% of the portfolio, ranked #87.

Plan Group Financial first reported a position in BTI in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.51M in Q1 2025. 907 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Plan Group Financial held 17,000 shares of British American Tobacco worth $1.05M as of Q2 2026.
Plan Group Financial bought 1,000 British American Tobacco shares in Q2 2026, an estimated $60.4K.
British American Tobacco made up 0.22% of Plan Group Financial's portfolio in Q2 2026, its #87 holding.
Plan Group Financial first reported a position in British American Tobacco in Q1 2025 and has held it in 6 quarters since.
Plan Group Financial's British American Tobacco position peaked at $1.51M in Q1 2025.
907 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.