Advocate Investing Services’s British American Tobacco BTI Stock Holding History

Advocate Investing Services’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	$18.5K	Hold	300	–	–	0.01%	231
2026 Q1	$17.5K	Hold	300	–	–	0.01%	214
2025 Q4	$17K	Buy	+300	New	+$16.4K	0.02%	201

Other funds holding BTI

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Advocate Investing Services's BTI Position: Q2 2026 in Review

Advocate Investing Services held its British American Tobacco (BTI) position steady in Q2 2026 at 300 shares worth $18.5K. The position accounts for 0.01% of the portfolio, ranked #231.

Advocate Investing Services first reported a position in BTI in Q4 2025 and has held it in 3 quarters since. 903 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Advocate Investing Services held 300 shares of British American Tobacco worth $18.5K as of Q2 2026.
Advocate Investing Services left its British American Tobacco share count unchanged in Q2 2026.
British American Tobacco made up 0.01% of Advocate Investing Services's portfolio in Q2 2026, its #231 holding.
Advocate Investing Services first reported a position in British American Tobacco in Q4 2025 and has held it in 3 quarters since.
903 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.