CLA (CliftonLarsonAllen) Wealth Advisors’s British American Tobacco BTI Stock Holding History

CLA (CliftonLarsonAllen) 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	–	Sell	-10,779	Closed	-$630K	–	256
2026 Q1	$630K	Sell	10,779 -136	-1%	-$8.05K	0.01%	193
2025 Q4	$618K	Buy	+10,915	New	+$596K	0.01%	183
2021 Q4	–	Sell	-6,757	Closed	-$238K	–	187
2021 Q3	$238K	Buy	6,757 +105	+2%	+$3.94K	0.01%	290
2021 Q2	$261K	Buy	+6,652	New	+$260K	0.01%	279

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

CLA (CliftonLarsonAllen) Wealth Advisors's BTI Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of British American Tobacco (BTI) in Q2 2026, closing a stake of 10,779 shares — an estimated $630K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in BTI in Q2 2021 and held it in 4 quarters. The position peaked at $630K in Q1 2026. 907 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining British American Tobacco position as of Q2 2026 after selling out during the quarter.
CLA (CliftonLarsonAllen) Wealth Advisors sold 10,779 British American Tobacco shares in Q2 2026, an estimated $630K.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in British American Tobacco in Q2 2021 and held it in 4 quarters.
CLA (CliftonLarsonAllen) Wealth Advisors's British American Tobacco position peaked at $630K in Q1 2026.
907 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.