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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
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

AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Root Financial Partners's BTI Position: Q2 2026 in Review

Root Financial Partners sold out of British American Tobacco (BTI) in Q2 2026, closing a stake of 522 shares — an estimated $30.5K sold.

Root Financial Partners first reported a position in BTI in Q3 2025 and held it in 3 quarters. The position peaked at $30.5K in Q1 2026. 327 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

  • Root Financial Partners reported no remaining British American Tobacco position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 522 British American Tobacco shares in Q2 2026, an estimated $30.5K.
  • Root Financial Partners first reported a position in British American Tobacco in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's British American Tobacco position peaked at $30.5K in Q1 2026.
  • 327 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.