BUTENSKY & COHEN FINANCIAL SECURITY, INC BTI — BRITISH AMERN TOB PLC SPONSORED ADR

Ownership history in BUTENSKY & COHEN FINANCIAL SECURITY, INC  ·  5 quarters on record

AI Ownership Summary

BUTENSKY & COHEN FINANCIAL SECURITY, INC reported BRITISH AMERN TOB PLC SPONSORED ADR (BTI) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 1.81% in 2025 Q4. The latest visible filing shows BTI at 1.74% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BTI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BUTENSKY & COHEN FINANCIAL SECURITY, INC's position in BRITISH AMERN TOB PLC SPONSORED ADR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BTI was reported at 1.74% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.81% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BTI stock page BUTENSKY & COHEN FINANCIAL SECURITY, INC fund profile BUTENSKY & COHEN FINANCIAL SECURITY, INC full holdings
How BUTENSKY & COHEN FINANCIAL SECURITY, INC held BTI — position size vs. price
% of Fund (quarterly)    BTI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 113,888 -3,322 -2.8% 1.74% $7.0M 2026-07-10 $60.02
2026 Q1 REDUCED — — — 117,210 -965 -0.8% 1.80% $6.9M 2026-04-09 $58.04
2025 Q4 REDUCED — — — 118,175 -435 -0.4% 1.81% $6.7M 2026-01-13 $55.04
2025 Q3 REDUCED — — — 118,610 -1,711 -1.4% 1.75% $6.3M 2025-10-20 $49.08
2025 Q2 INITIATED — — — 120,321 — — 1.69% $5.7M 2025-07-11 $48.39

🏢 Other funds also holding BTI

As of 2026 Q2 — sorted by position size

Savoir Faire Capital Management, L.P. 6.24% ABC ARBITRAGE SA 4.88% Dupree Financial Group, LLC 3.91% Keystone Financial Planning, Inc. 3Y 7Y 2.63% Orca Wealth Management, LLC 2.59% Adams Asset Advisors, LLC 3Y 7Y 2.4% Capricorn Fund Managers Ltd 3Y 2.12% TrueMark Investments, LLC 2.0% Poehling Capital Management, INC. 3Y 7Y 1.58% VIKING FUND MANAGEMENT LLC 3Y 7Y 1.27%

FAQ About BUTENSKY & COHEN FINANCIAL SECURITY, INC and BTI

These are the practical questions this page is built to answer before you even open the full history table.

How long has BUTENSKY & COHEN FINANCIAL SECURITY, INC reported owning BTI?

BUTENSKY & COHEN FINANCIAL SECURITY, INC reported BTI across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported BTI position in BUTENSKY & COHEN FINANCIAL SECURITY, INC's portfolio?

The largest reported portfolio weight for BTI was 1.81% in 2025 Q4.

What is the latest reported BTI position on this page?

The most recent filing on this page is 2026 Q2, when BUTENSKY & COHEN FINANCIAL SECURITY, INC reported 113,888 shares, equal to 1.74% of portfolio, with an estimated market value of $7.0M.

What does the chart on this BTI ownership page compare?

The chart compares BUTENSKY & COHEN FINANCIAL SECURITY, INC's quarterly BTI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BUTENSKY & COHEN FINANCIAL SECURITY, INC time their BTI position?

Based on 13F filing dates vs. subsequent BTI price moves, BUTENSKY & COHEN FINANCIAL SECURITY, INC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on BTI relative to SPY over the holding period was +1.3%.

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