Planning Strategies’s British American Tobacco BTI Stock Holding History

Planning Strategies’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	$4.35K	Buy	+80	New	+$4.64K	﹤0.01%	474

Other funds holding BTI

Kennon-Green & Company New Albany, Ohio $131M AUM 8.08% 1-Year Est. Return

Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Planning Strategies's BTI Position: Q3 2026 in Review

Planning Strategies opened a new position in British American Tobacco (BTI) in Q3 2026: 80 shares worth $4.35K. The stake represents ﹤0.01% of the portfolio and ranks #474 among its holdings.

10 funds tracked by Wall St. Rank hold BTI as of Q3 2026.

Planning Strategies held 80 shares of British American Tobacco worth $4.35K as of Q3 2026.
British American Tobacco was a new Planning Strategies position in Q3 2026.
British American Tobacco made up ﹤0.01% of Planning Strategies's portfolio in Q3 2026, its #474 holding.
10 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.