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

Cooper 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 Q2	$258K	Buy	+4,184	New	+$253K	0.02%	379
2020 Q3	–	Sell	-5,817	Closed	-$226K	–	207
2020 Q2	$226K	Sell	5,817 -839	-13%	-$32.1K	0.07%	168
2020 Q1	$228K	Buy	6,656 +229	+4%	+$9.34K	0.1%	132
2019 Q4	$273K	Buy	6,427 +483	+8%	+$18.2K	0.11%	116
2019 Q3	$219K	Buy	+5,944	New	+$217K	0.1%	133

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

Cooper Financial Group's BTI Position: Q2 2026 in Review

Cooper Financial Group opened a new position in British American Tobacco (BTI) in Q2 2026: 4,184 shares worth $258K. The stake represents 0.02% of the portfolio and ranks #379 among its holdings. This is a return to the name: Cooper Financial Group previously reported a position in BTI as recently as Q2 2020.

Cooper Financial Group first reported a position in BTI in Q3 2019 and has held it in 5 quarters since. The position peaked at $273K in Q4 2019. 907 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Cooper Financial Group held 4,184 shares of British American Tobacco worth $258K as of Q2 2026.
British American Tobacco was a new Cooper Financial Group position in Q2 2026.
British American Tobacco made up 0.02% of Cooper Financial Group's portfolio in Q2 2026, its #379 holding.
Cooper Financial Group first reported a position in British American Tobacco in Q3 2019 and has held it in 5 quarters since.
Cooper Financial Group's British American Tobacco position peaked at $273K in Q4 2019.
907 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.