Avantra Family Wealth’s British American Tobacco BTI Stock Holding History

Avantra Family Wealth’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	$1.4M	Buy	22,659 +8,578	+61%	+$518K	0.89%	26
2026 Q1	$823K	Buy	14,081 +96	+0.7%	+$5.68K	0.61%	50
2025 Q4	$792K	Buy	13,985 +337	+2%	+$18.4K	0.57%	49
2025 Q3	$724K	Sell	13,648 -3,419	-20%	-$186K	0.54%	54
2025 Q2	$808K	Sell	17,067 -684	-4%	-$30.3K	0.67%	41
2025 Q1	$734K	Sell	17,751 -1,127	-6%	-$44.3K	0.7%	50
2024 Q4	$686K	Buy	+18,878	New	+$682K	0.64%	50

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

Avantra Family Wealth's BTI Position: Q2 2026 in Review

Avantra Family Wealth increased its British American Tobacco (BTI) stake by 61% in Q2 2026, buying an estimated $518K and bringing the position to 22,659 shares worth $1.4M. The position accounts for 0.89% of the portfolio, ranked #26.

Avantra Family Wealth first reported a position in BTI in Q4 2024 and has held it in 7 quarters since. 907 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Avantra Family Wealth held 22,659 shares of British American Tobacco worth $1.4M as of Q2 2026.
Avantra Family Wealth bought 8,578 British American Tobacco shares in Q2 2026, an estimated $518K.
British American Tobacco made up 0.89% of Avantra Family Wealth's portfolio in Q2 2026, its #26 holding.
Avantra Family Wealth first reported a position in British American Tobacco in Q4 2024 and has held it in 7 quarters since.
907 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.