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Carter Financial Group’s British American Tobacco BTI Stock Holding History

Carter Financial Group’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
Q1 		– Sell
-4,092
Closed -$235K – 128
2025
Q4 		$235K Buy
4,092
+269
+7% +$14.7K 0.14% 103
2025
Q3 		$203K Buy
+3,823
New +$208K 0.12% 112

Other funds holding BTI

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carter Financial Group's BTI Position: Q1 2026 in Review

Carter Financial Group sold out of British American Tobacco (BTI) in Q1 2026, closing a stake of 4,092 shares — an estimated $235K sold.

Carter Financial Group first reported a position in BTI in Q3 2025 and held it in 2 quarters. The position peaked at $235K in Q4 2025. 866 funds tracked by Wall St. Rank hold BTI as of Q1 2026.

  • Carter Financial Group reported no remaining British American Tobacco position as of Q1 2026 after selling out during the quarter.
  • Carter Financial Group sold 4,092 British American Tobacco shares in Q1 2026, an estimated $235K.
  • Carter Financial Group first reported a position in British American Tobacco in Q3 2025 and held it in 2 quarters.
  • Carter Financial Group's British American Tobacco position peaked at $235K in Q4 2025.
  • 866 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2026.

Based on Carter Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.