EverSource Wealth Advisors’s British American Tobacco BTI Stock Holding History

EverSource 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	$390K	Sell	6,311 -1,345	-18%	-$81.2K	0.01%	677
2026 Q1	$448K	Buy	7,656 +1,811	+31%	+$107K	0.01%	647
2025 Q4	$331K	Sell	5,845 -25	-0.4%	-$1.36K	0.01%	716
2025 Q3	$312K	Buy	5,870 +260	+5%	+$14.1K	0.01%	710
2025 Q2	$266K	Buy	5,610 +2,268	+68%	+$100K	0.01%	733
2025 Q1	$138K	Sell	3,342 -2,133	-39%	-$83.8K	0.01%	790
2024 Q4	$199K	Sell	5,475 -437	-7%	-$15.8K	0.01%	657
2024 Q3	$216K	Sell	5,912 -251	-4%	-$8.97K	0.01%	534
2024 Q2	$220K	Buy	6,163 +1,648	+37%	+$50.1K	0.01%	529
2024 Q1	$133K	Sell	4,515 -392	-8%	-$11.8K	0.01%	615
2023 Q4	$144K	Sell	4,907 -511	-9%	-$15.5K	0.01%	515
2023 Q3	$170K	Buy	5,418 +1,056	+24%	+$34.8K	0.02%	431
2023 Q2	$145K	Buy	4,362 +305	+8%	+$10.4K	0.02%	466
2023 Q1	$142K	Buy	4,057 +180	+5%	+$6.79K	0.02%	449
2022 Q4	$155K	Sell	3,877 -1,996	-34%	-$78.4K	0.02%	394
2022 Q3	$209K	Sell	5,873 -1,137	-16%	-$45.6K	0.05%	290
2022 Q2	$300K	Buy	7,010 +2,394	+52%	+$103K	0.08%	212
2022 Q1	$195K	Buy	4,616 +2,641	+134%	+$113K	0.05%	256
2021 Q4	$74K	Buy	+1,975	New	+$70.1K	0.02%	351

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

EverSource Wealth Advisors's BTI Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its British American Tobacco (BTI) stake by 18% in Q2 2026, selling an estimated $81.2K and leaving 6,311 shares worth $390K. The position accounts for 0.01% of the portfolio, ranked #677.

EverSource Wealth Advisors first reported a position in BTI in Q4 2021 and has held it in 19 quarters since. The position peaked at $448K in Q1 2026. 904 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

EverSource Wealth Advisors held 6,311 shares of British American Tobacco worth $390K as of Q2 2026.
EverSource Wealth Advisors sold 1,345 British American Tobacco shares in Q2 2026, an estimated $81.2K.
British American Tobacco made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #677 holding.
EverSource Wealth Advisors first reported a position in British American Tobacco in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's British American Tobacco position peaked at $448K in Q1 2026.
904 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.