Position in BTI
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$51,614,624
+$15,392,095 QoQ
Shares Held
882,754
+38.0% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97.45704918924186.ToString("F0")%
Shared 0.ToString("F0")%
None 2.5429508107581498.ToString("F0")%
Common Shares in BTI Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $391,577,055 across 4 Tobacco names. BTI ranks #3 (13.2% of the industry book) .
All Filings in BTI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $51,614,624 | 882,754 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $36,222,529 | 639,748 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $31,750,013 | 598,154 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $26,717,877 | 564,502 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $10,629,895 | 256,947 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $14,496,617 | 399,136 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $21,183,476 | 579,100 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $19,483,393 | 629,919 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $14,761,450 | 483,982 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $14,067,867 | 480,296 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $17,403,336 | 554,070 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $17,391,221 | 523,832 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $24,861,164 | 707,892 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $27,163,809 | 679,435 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $23,330,706 | 657,203 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $27,943,204 | 651,205 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $26,106,736 | 619,230 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $21,213,824 | 567,063 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $19,867,190 | 563,129 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $20,643,606 | 525,149 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $16,413,941 | 423,695 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $15,968,076 | 425,929 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $16,718,975 | 462,489 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $14,584,634 | 375,699 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $11,967,284 | 350,023 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||