Position in BTI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$146,123
+$11,585 QoQ
Shares Held
2,366
+2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#708
of 903 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BTI Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026UMB Bank, n.a. holds $9,261,625 across 4 Tobacco names. BTI ranks #3 (1.6% of the industry book) .
All Filings in BTI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $146,123 | 2,366 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $134,538 | 2,301 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $145,965 | 2,578 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $135,990 | 2,562 | Shares | Defined | 2025-11-04 | |
| 2025-03-31 | $41,576 | 1,005 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $36,501 | 1,005 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $47,918 | 1,310 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $38,537 | 1,246 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $35,013 | 1,148 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $50,378 | 1,720 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $67,467 | 2,148 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $69,620 | 2,097 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $97,597 | 2,779 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $101,908 | 2,549 | Shares | Defined | 2023-01-10 | |
| 2022-09-30 | $176,009 | 4,958 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $231,112 | 5,386 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $248,616 | 5,897 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $221,503 | 5,921 | Shares | Defined | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||