James T. Borello RIA
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James T. Borello RIA’s British American Tobacco BTI Stock Holding History

James T. Borello RIA’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 		$53.2K Sell
978
-72
-7% -$4.18K 0.01% 236
2026
Q2 		$64.8K Hold
1,050
– – 0.01% 209
2026
Q1 		$61.4K Buy
1,050
+1,033
+6,076% +$61.1K 0.02% 201
2025
Q4 		$963 Buy
+17
New +$928 ﹤0.01% 877

Other funds holding BTI

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
GW Henssler & Associates
GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

James T. Borello RIA's BTI Position: Q3 2026 in Review

James T. Borello RIA reduced its British American Tobacco (BTI) stake by 6.9% in Q3 2026, selling an estimated $4.18K and leaving 978 shares worth $53.2K. The position accounts for 0.01% of the portfolio, ranked #236.

James T. Borello RIA first reported a position in BTI in Q4 2025 and has held it in 4 quarters since. The position peaked at $64.8K in Q2 2026. 270 funds tracked by Wall St. Rank hold BTI as of Q3 2026.

  • James T. Borello RIA held 978 shares of British American Tobacco worth $53.2K as of Q3 2026.
  • James T. Borello RIA sold 72 British American Tobacco shares in Q3 2026, an estimated $4.18K.
  • British American Tobacco made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #236 holding.
  • James T. Borello RIA first reported a position in British American Tobacco in Q4 2025 and has held it in 4 quarters since.
  • James T. Borello RIA's British American Tobacco position peaked at $64.8K in Q2 2026.
  • 270 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.