Position in BTI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,226,483
+$444,410 QoQ
Shares Held
68,434
+5.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#181
of 904 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in BTI Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Focus Partners Wealth holds $345,437,304 across 3 Tobacco names. BTI ranks #3 (1.2% of the industry book) .
All Filings in BTI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,226,483 | 68,434 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,782,073 | 64,684 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,039,531 | 53,683 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,768,997 | 33,327 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $627,785 | 13,264 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $644,585 | 15,581 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $567,245 | 15,618 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $694,983 | 18,999 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $809,622 | 26,176 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||