EXENCIAL WEALTH ADVISORS, LLC

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

CIK 1576151 OKLAHOMA CITY, OK

Position in BTI

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$277,732

+$26,113 QoQ

Shares Held

4,750

+6.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

6 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Consumer Defensive · as of Mar 31, 2026

EXENCIAL WEALTH ADVISORS, LLC holds $2,771,457 across 3 Tobacco names. BTI ranks #3 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc.	23,315	$1,538,556
2	PM	Philip Morris International Inc.	5,777	$955,169
3	BTI	British American Tobacco p.l.c. This page	4,750	$277,732

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$277,732	4,750	+6.9%	Shares	Sole	2026-04-28
2025-12-31	$251,619	4,444	+1.6%	Shares	Sole	2026-01-30
2025-09-30	$232,065	4,372	-31.1%	Shares	Sole	2025-10-27
2020-12-31	$237,986	6,348	-40.8%	Shares	Sole	2021-02-11
2020-09-30	$387,419	10,717	+66.2%	Shares	Sole	2020-11-13
2020-03-31	$220,422	6,447	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.