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Advisor OS’s British American Tobacco BTI Stock Holding History

Advisor OS’s Portfolio BTI Stock Details BTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$321K Sell
5,193
-1,036
-17% -$62.5K 0.02% 429
2026
Q1 		$364K Buy
+6,229
New +$369K 0.03% 382

Other funds holding BTI

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Advisor OS's BTI Position: Q2 2026 in Review

Advisor OS reduced its British American Tobacco (BTI) stake by 17% in Q2 2026, selling an estimated $62.5K and leaving 5,193 shares worth $321K. The position accounts for 0.02% of the portfolio, ranked #429.

Advisor OS first reported a position in BTI in Q1 2026 and has held it in 2 quarters since. The position peaked at $364K in Q1 2026. 907 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

  • Advisor OS held 5,193 shares of British American Tobacco worth $321K as of Q2 2026.
  • Advisor OS sold 1,036 British American Tobacco shares in Q2 2026, an estimated $62.5K.
  • British American Tobacco made up 0.02% of Advisor OS's portfolio in Q2 2026, its #429 holding.
  • Advisor OS first reported a position in British American Tobacco in Q1 2026 and has held it in 2 quarters since.
  • Advisor OS's British American Tobacco position peaked at $364K in Q1 2026.
  • 907 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.