Equitable Trust’s British American Tobacco BTI Stock Holding History

Equitable Trust’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	$2.3M	Sell	37,267 -56	-0.2%	-$3.38K	0.1%	154
2026 Q1	$2.18M	Buy	+37,323	New	+$2.21M	0.1%	147

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

Equitable Trust's BTI Position: Q2 2026 in Review

Equitable Trust reduced its British American Tobacco (BTI) stake by 0.15% in Q2 2026, selling an estimated $3.38K and leaving 37,267 shares worth $2.3M. The position accounts for 0.1% of the portfolio, ranked #154.

Equitable Trust first reported a position in BTI in Q1 2026 and has held it in 2 quarters since. 906 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Equitable Trust held 37,267 shares of British American Tobacco worth $2.3M as of Q2 2026.
Equitable Trust sold 56 British American Tobacco shares in Q2 2026, an estimated $3.38K.
British American Tobacco made up 0.1% of Equitable Trust's portfolio in Q2 2026, its #154 holding.
Equitable Trust first reported a position in British American Tobacco in Q1 2026 and has held it in 2 quarters since.
906 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.