EI
BTI icon

Ethic Inc’s British American Tobacco BTI Stock Holding History

Ethic Inc’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 		$569K Sell
9,213
-433
-4% -$26.1K 0.01% 897
2026
Q1 		$564K Buy
9,646
+637
+7% +$37.7K 0.01% 831
2025
Q4 		$510K Buy
9,009
+1,070
+13% +$58.4K 0.01% 845
2025
Q3 		$421K Buy
7,939
+1,216
+18% +$66K 0.01% 889
2025
Q2 		$316K Buy
+6,723
New +$298K 0.01% 969
2023
Q2 		– Sell
-6,930
Closed -$243K – 980
2023
Q1 		$243K Sell
6,930
-653
-9% -$24.6K 0.01% 844
2022
Q4 		$303K Sell
7,583
-11,373
-60% -$447K 0.02% 715
2022
Q3 		$673K Sell
18,956
-1,562
-8% -$62.6K 0.05% 421
2022
Q2 		$880K Buy
20,518
+2,717
+15% +$117K 0.06% 343
2022
Q1 		$751K Buy
+17,801
New +$759K 0.05% 368

Other funds holding BTI

AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Ethic Inc's BTI Position: Q2 2026 in Review

Ethic Inc reduced its British American Tobacco (BTI) stake by 4.5% in Q2 2026, selling an estimated $26.1K and leaving 9,213 shares worth $569K. The position accounts for 0.01% of the portfolio, ranked #897.

Ethic Inc first reported a position in BTI in Q1 2022 and has held it in 10 quarters since. The position peaked at $880K in Q2 2022. 327 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

  • Ethic Inc held 9,213 shares of British American Tobacco worth $569K as of Q2 2026.
  • Ethic Inc sold 433 British American Tobacco shares in Q2 2026, an estimated $26.1K.
  • British American Tobacco made up 0.01% of Ethic Inc's portfolio in Q2 2026, its #897 holding.
  • Ethic Inc first reported a position in British American Tobacco in Q1 2022 and has held it in 10 quarters since.
  • Ethic Inc's British American Tobacco position peaked at $880K in Q2 2022.
  • 327 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.