Atria Investments, Inc

Position in BTI — British American Tobacco p.l.c.

CIK 1535865 Charlotte, NC

Position in BTI

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$9,037,834

+$861,097 QoQ

Shares Held

146,338

+4.6% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#125

of 904 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Atria Investments, Inc holds $50,287,639 across 3 Tobacco names. BTI ranks #3 (18.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	176,615	$31,951,419
2	MO	Altria Group, Inc.	129,234	$9,298,386
3	BTI	British American Tobacco p.l.c. This page	146,338	$9,037,834

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,037,834	146,338	+4.6%	Shares	Sole	2026-07-28
2026-03-31	$8,176,737	139,845	+32.5%	Shares	Sole	2026-05-05
2025-12-31	$5,974,202	105,514	+5.8%	Shares	Sole	2026-02-05
2025-09-30	$5,293,933	99,735	+19.0%	Shares	Sole	2025-11-06
2025-06-30	$3,965,970	83,794	+168.5%	Shares	Sole	2025-08-04
2025-03-31	$1,291,323	31,214	-0.7%	Shares	Sole	2025-05-06
2024-12-31	$1,141,973	31,442	-53.7%	Shares	Sole	2025-02-06
2024-09-30	$2,485,245	67,940	-11.2%	Shares	Sole	2024-11-01
2024-06-30	$2,366,547	76,513	+2.8%	Shares	Sole	2024-08-13
2024-03-31	$2,269,688	74,416	+19.5%	Shares	Sole	2024-05-21
2023-12-31	$1,823,771	62,266	-25.6%	Shares	Sole	2024-02-14
2023-09-30	$2,630,241	83,739	+18.2%	Shares	Sole	2023-11-07
2023-06-30	$2,352,120	70,847	-30.1%	Shares	Sole	2023-08-04
2023-03-31	$3,557,901	101,307	-3.8%	Shares	Sole	2023-05-10
2022-12-31	$4,209,574	105,292	+8.6%	Shares	Sole	2023-01-31
2022-09-30	$3,441,228	96,936	+3.9%	Shares	Sole	2022-11-01
2022-06-30	$4,002,172	93,269	+9.5%	Shares	Sole	2022-08-11
2022-03-31	$3,591,821	85,195	+3.8%	Shares	Sole	2022-05-02
2021-12-31	$3,069,228	82,043	+8.1%	Shares	Sole	2022-02-04
2021-09-30	$2,677,822	75,902	+4.3%	Shares	Sole	2021-11-16
2021-06-30	$2,860,745	72,774	+17.0%	Shares	Sole	2021-08-10
2021-03-31	$2,410,480	62,222	+8.2%	Shares	Sole	2021-05-11
2020-12-31	$2,156,162	57,513	+36.4%	Shares	Sole	2021-02-12
2020-09-30	$1,524,698	42,177	+23.0%	Shares	Sole	2020-11-05
2020-06-30	$1,331,215	34,292	—	Shares	Sole	2020-09-22
No filing history on record for this holder in this stock.