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Capital Performance Advisors’s British American Tobacco BTI Stock Holding History

Capital Performance 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 		– Sell
-4,056
Closed -$237K – 336
2026
Q1 		$237K Buy
4,056
+322
+9% +$19.1K 0.02% 389
2025
Q4 		$211K Buy
+3,734
New +$204K 0.02% 412

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

Capital Performance Advisors's BTI Position: Q2 2026 in Review

Capital Performance Advisors sold out of British American Tobacco (BTI) in Q2 2026, closing a stake of 4,056 shares — an estimated $237K sold.

Capital Performance Advisors first reported a position in BTI in Q4 2025 and held it in 2 quarters. The position peaked at $237K in Q1 2026. 904 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

  • Capital Performance Advisors reported no remaining British American Tobacco position as of Q2 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 4,056 British American Tobacco shares in Q2 2026, an estimated $237K.
  • Capital Performance Advisors first reported a position in British American Tobacco in Q4 2025 and held it in 2 quarters.
  • Capital Performance Advisors's British American Tobacco position peaked at $237K in Q1 2026.
  • 904 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.