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 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 $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Plan Group Financial's BTI Position: Q1 2026 in Review

Plan Group Financial reduced its British American Tobacco (BTI) stake by 26% in Q1 2026, selling an estimated $337K and leaving 16,000 shares worth $936K. The position accounts for 0.22% of the portfolio, ranked #97.

Plan Group Financial first reported a position in BTI in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.51M in Q1 2025. 866 funds tracked by Wall St. Rank hold BTI as of Q1 2026.

Plan Group Financial held 16,000 shares of British American Tobacco worth $936K as of Q1 2026.
Plan Group Financial sold 5,700 British American Tobacco shares in Q1 2026, an estimated $337K.
British American Tobacco made up 0.22% of Plan Group Financial's portfolio in Q1 2026, its #97 holding.
Plan Group Financial first reported a position in British American Tobacco in Q1 2025 and has held it in 5 quarters since.
Plan Group Financial's British American Tobacco position peaked at $1.51M in Q1 2025.
866 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.