Root Financial Partners’s British American Tobacco BTI Stock Holding History

Root Financial Partners’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	$66.3K	Buy	+1,219	New	+$70.7K	﹤0.01%	939
2026 Q2	–	Sell	-522	Closed	-$30.5K	–	818
2026 Q1	$30.5K	Buy	522 +24	+5%	+$1.42K	﹤0.01%	1110
2025 Q4	$28.2K	Buy	498 +107	+27%	+$5.84K	﹤0.01%	984
2025 Q3	$20.8K	Buy	+391	New	+$21.2K	﹤0.01%	1105

Other funds holding BTI

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Root Financial Partners's BTI Position: Q3 2026 in Review

Root Financial Partners opened a new position in British American Tobacco (BTI) in Q3 2026: 1,219 shares worth $66.3K. The stake represents ﹤0.01% of the portfolio and ranks #939 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BTI as recently as Q1 2026.

Root Financial Partners first reported a position in BTI in Q3 2025 and has held it in 4 quarters since. 747 funds tracked by Wall St. Rank hold BTI as of Q3 2026.

Root Financial Partners held 1,219 shares of British American Tobacco worth $66.3K as of Q3 2026.
British American Tobacco was a new Root Financial Partners position in Q3 2026.
British American Tobacco made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #939 holding.
Root Financial Partners first reported a position in British American Tobacco in Q3 2025 and has held it in 4 quarters since.
747 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.