Summit Securities Group’s British American Tobacco BTI Stock Holding History

Summit Securities Group’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
2025 Q3	–	Sell	-500	Closed	-$23.7K	–	1052
2025 Q2	$23.7K	Buy	+500	New	+$22.1K	﹤0.01%	683
2023 Q1	–	Sell	-1,200	Closed	-$48K	–	852
2022 Q4	$48K	Hold	1,200	–	–	﹤0.01%	720
2022 Q3	$43K	Buy	+1,200	New	+$48.1K	﹤0.01%	631
2022 Q2	–	Sell	-2,700	Closed	-$114K	–	967
2022 Q1	$114K	Buy	2,700 +300	+13%	+$12.8K	0.01%	484
2021 Q4	$90K	Buy	+2,400	New	+$85.2K	﹤0.01%	696
2020 Q1	–	Sell	-422	Closed	-$1.79M	–	312
2019 Q4	$1.79M	Buy	+422	New	+$15.9K	0.14%	150

Other funds holding BTI

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

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

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Summit Securities Group's BTI Position: Q3 2026 in Review

Summit Securities Group increased its British American Tobacco (BTI) stake by 292% in Q3 2026, buying an estimated $90.7K and bringing the position to 2,100 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #421.

Summit Securities Group first reported a position in BTI in Q2 2013 and has held it in 26 quarters since. The position peaked at $5.21M in Q3 2024. 565 funds tracked by Wall St. Rank hold BTI as of Q3 2026.

Summit Securities Group held 2,100 shares of British American Tobacco worth $114K as of Q3 2026.
Summit Securities Group bought 1,564 British American Tobacco shares in Q3 2026, an estimated $90.7K.
British American Tobacco made up 0.01% of Summit Securities Group's portfolio in Q3 2026, its #421 holding.
Summit Securities Group first reported a position in British American Tobacco in Q2 2013 and has held it in 26 quarters since.
Summit Securities Group's British American Tobacco position peaked at $5.21M in Q3 2024.
565 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.