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

Exencial 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 Q1	$278K	Buy	4,750 +306	+7%	+$18.1K	0.01%	495
2025 Q4	$252K	Buy	4,444 +72	+2%	+$3.93K	0.01%	498
2025 Q3	$232K	Buy	+4,372	New	+$237K	0.01%	491
2021 Q1	–	Sell	-6,348	Closed	-$238K	–	425
2020 Q4	$238K	Sell	6,348 -4,369	-41%	-$156K	0.02%	340
2020 Q3	$387K	Buy	+10,717	New	+$375K	0.02%	280
2020 Q2	–	Sell	-6,447	Closed	-$220K	–	322
2020 Q1	$220K	Hold	6,447	–	–	0.04%	218
2019 Q4	$274K	Sell	6,447 -59	-0.9%	-$2.22K	0.05%	222
2019 Q3	$240K	Buy	6,506 +625	+11%	+$22.9K	0.05%	220
2019 Q2	$205K	Hold	5,881	–	–	0.05%	222
2019 Q1	$245K	Buy	+5,881	New	+$214K	0.06%	198
2018 Q4	–	Sell	-5,726	Closed	-$267K	–	214
2018 Q3	$267K	Sell	5,726 -270	-5%	-$13.7K	0.06%	155
2018 Q2	$302K	Buy	5,996 +312	+5%	+$16.4K	0.08%	140
2018 Q1	$328K	Buy	5,684 +122	+2%	+$7.67K	0.1%	131
2017 Q4	$373K	Sell	5,562 -110	-2%	-$7.17K	0.11%	130
2017 Q3	$354K	Buy	+5,672	New	+$366K	0.12%	130

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Exencial Wealth Advisors's BTI Position: Q1 2026 in Review

Exencial Wealth Advisors increased its British American Tobacco (BTI) stake by 6.9% in Q1 2026, buying an estimated $18.1K and bringing the position to 4,750 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #495.

Exencial Wealth Advisors first reported a position in BTI in Q3 2017 and has held it in 15 quarters since. The position peaked at $387K in Q3 2020. 869 funds tracked by Wall St. Rank hold BTI as of Q1 2026.

Exencial Wealth Advisors held 4,750 shares of British American Tobacco worth $278K as of Q1 2026.
Exencial Wealth Advisors bought 306 British American Tobacco shares in Q1 2026, an estimated $18.1K.
British American Tobacco made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #495 holding.
Exencial Wealth Advisors first reported a position in British American Tobacco in Q3 2017 and has held it in 15 quarters since.
Exencial Wealth Advisors's British American Tobacco position peaked at $387K in Q3 2020.
869 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.