True Wealth Design’s British American Tobacco BTI Stock Holding History

True Wealth Design’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	$18.7K	Buy	344 +16	+5%	+$928	﹤0.01%	853
2026 Q2	$20.3K	Sell	328 -272	-45%	-$16.4K	﹤0.01%	800
2026 Q1	$35.1K	Buy	600 +260	+76%	+$15.4K	0.01%	511
2025 Q4	$19.3K	Sell	340 -200	-37%	-$10.9K	0.01%	623
2025 Q3	$28.7K	Buy	+540	New	+$29.3K	0.01%	480

Other funds holding BTI

EPAM

Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

DFG

Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

KGC

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

BCFS

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $405M AUM 26.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

True Wealth Design's BTI Position: Q3 2026 in Review

True Wealth Design increased its British American Tobacco (BTI) stake by 4.9% in Q3 2026, buying an estimated $928 and bringing the position to 344 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #853.

True Wealth Design first reported a position in BTI in Q3 2025 and has held it in 5 quarters since. The position peaked at $35.1K in Q1 2026. 102 funds tracked by Wall St. Rank hold BTI as of Q3 2026.

True Wealth Design held 344 shares of British American Tobacco worth $18.7K as of Q3 2026.
True Wealth Design bought 16 British American Tobacco shares in Q3 2026, an estimated $928.
British American Tobacco made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #853 holding.
True Wealth Design first reported a position in British American Tobacco in Q3 2025 and has held it in 5 quarters since.
True Wealth Design's British American Tobacco position peaked at $35.1K in Q1 2026.
102 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.