B. Riley Wealth Advisors’s British American Tobacco BTI Stock Holding History

B. Riley Wealth Advisors’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	$267K	Buy	4,249 +381	+10%	+$23K	0.01%	662
2026 Q1	$225K	Buy	+3,868	New	+$229K	0.01%	677
2025 Q2	–	Sell	-8,622	Closed	-$357K	–	1082
2025 Q1	$357K	Buy	+8,622	New	+$339K	0.01%	894
2024 Q4	–	Sell	-8,179	Closed	-$300K	–	1158
2024 Q3	$300K	Sell	8,179 -16,601	-67%	-$593K	0.01%	956
2024 Q2	$785K	Sell	24,780 -5,855	-19%	-$178K	0.02%	624
2024 Q1	$984K	Sell	30,635 -3,999	-12%	-$120K	0.03%	527
2023 Q4	$1.04M	Buy	34,634 +3,999	+13%	+$122K	0.03%	513
2023 Q3	$984K	Sell	30,635 -23,983	-44%	-$791K	0.03%	527
2023 Q2	$1.81M	Buy	54,618 +39,702	+266%	+$1.36M	0.04%	393
2023 Q1	$533K	Buy	14,916 +913	+7%	+$34.4K	0.01%	779
2022 Q4	$570K	Sell	14,003 -924	-6%	-$36.3K	0.02%	739
2022 Q3	$531K	Buy	+14,927	New	+$598K	0.02%	733
2018 Q4	–	Sell	-4,389	Closed	-$206K	–	670
2018 Q3	$206K	Sell	4,389 -285	-6%	-$14.5K	0.02%	639
2018 Q2	$237K	Sell	4,674 -1,602	-26%	-$84.4K	0.03%	555
2018 Q1	$365K	Sell	6,276 -333	-5%	-$20.9K	0.05%	393
2017 Q4	$446K	Sell	6,609 -264	-4%	-$17.2K	0.06%	342
2017 Q3	$432K	Buy	6,873 +3,305	+93%	+$213K	0.07%	291
2017 Q2	$246K	Buy	3,568 +44	+1%	+$3.06K	0.04%	425
2017 Q1	$236K	Sell	3,524 -170	-5%	-$10.5K	0.05%	419
2016 Q4	$210K	Buy	3,694 +464	+14%	+$26.3K	0.04%	449
2016 Q3	$207K	Buy	3,230 +128	+4%	+$8.12K	0.04%	528
2016 Q2	$202K	Buy	+3,102	New	+$188K	0.04%	532
2015 Q1	–	Sell	-1,418	Closed	-$76K	–	747
2014 Q4	$76K	Buy	+1,418	New	+$79.7K	﹤0.01%	1864
2014 Q3	–	Sell	-1,562	Closed	-$93K	–	802
2014 Q2	$93K	Buy	+1,562	New	+$91.5K	0.02%	756

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

B. Riley Wealth Advisors's BTI Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its British American Tobacco (BTI) stake by 9.9% in Q2 2026, buying an estimated $23K and bringing the position to 4,249 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #662.

B. Riley Wealth Advisors first reported a position in BTI in Q2 2014 and has held it in 24 quarters since. The position peaked at $1.81M in Q2 2023. 904 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

B. Riley Wealth Advisors held 4,249 shares of British American Tobacco worth $267K as of Q2 2026.
B. Riley Wealth Advisors bought 381 British American Tobacco shares in Q2 2026, an estimated $23K.
British American Tobacco made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #662 holding.
B. Riley Wealth Advisors first reported a position in British American Tobacco in Q2 2014 and has held it in 24 quarters since.
B. Riley Wealth Advisors's British American Tobacco position peaked at $1.81M in Q2 2023.
904 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.