VisionPoint Advisory Group’s British American Tobacco BTI Stock Holding History

VisionPoint Advisory 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
2026 Q2	$205K	Buy	+3,314	New	+$200K	0.03%	458
2023 Q4	–	Sell	-41,597	Closed	-$1.31M	–	764
2023 Q3	$1.31M	Buy	41,597 +6,355	+18%	+$210K	0.56%	52
2023 Q2	$1.17M	Buy	35,242 +23,008	+188%	+$787K	0.48%	60
2023 Q1	$433K	Buy	+12,234	New	+$461K	0.19%	87
2020 Q2	–	Sell	-6,142	Closed	-$210K	–	110
2020 Q1	$210K	Buy	+6,142	New	+$250K	0.1%	106

Other funds holding BTI

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 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

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

BCFS

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FBT

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

VisionPoint Advisory Group's BTI Position: Q2 2026 in Review

VisionPoint Advisory Group opened a new position in British American Tobacco (BTI) in Q2 2026: 3,314 shares worth $205K. The stake represents 0.03% of the portfolio and ranks #458 among its holdings. This is a return to the name: VisionPoint Advisory Group previously reported a position in BTI as recently as Q3 2023.

VisionPoint Advisory Group first reported a position in BTI in Q1 2020 and has held it in 5 quarters since. The position peaked at $1.31M in Q3 2023. 135 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

VisionPoint Advisory Group held 3,314 shares of British American Tobacco worth $205K as of Q2 2026.
British American Tobacco was a new VisionPoint Advisory Group position in Q2 2026.
British American Tobacco made up 0.03% of VisionPoint Advisory Group's portfolio in Q2 2026, its #458 holding.
VisionPoint Advisory Group first reported a position in British American Tobacco in Q1 2020 and has held it in 5 quarters since.
VisionPoint Advisory Group's British American Tobacco position peaked at $1.31M in Q3 2023.
135 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.