Founders Financial Alliance’s British American Tobacco BTI Stock Holding History

Founders Financial Alliance’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	$218K	Sell	3,531 -1,470	-29%	-$88.7K	0.03%	410
2026 Q1	$292K	Sell	5,001 -563	-10%	-$33.3K	0.05%	303
2025 Q4	$315K	Sell	5,564 -1,058	-16%	-$57.7K	0.06%	268
2025 Q3	$352K	Buy	6,622 +1,063	+19%	+$57.7K	0.07%	259
2025 Q2	$263K	Sell	5,559 -4,057	-42%	-$180K	0.06%	279
2025 Q1	$398K	Buy	9,616 +102	+1%	+$4.01K	0.1%	212
2024 Q4	$346K	Buy	9,514 +134	+1%	+$4.84K	0.1%	206
2024 Q3	$343K	Buy	+9,380	New	+$335K	0.1%	203
2020 Q4	–	Sell	-3,348	Closed	-$121K	–	540
2020 Q3	$121K	Buy	+3,348	New	+$117K	0.07%	224

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

Founders Financial Alliance's BTI Position: Q2 2026 in Review

Founders Financial Alliance reduced its British American Tobacco (BTI) stake by 29% in Q2 2026, selling an estimated $88.7K and leaving 3,531 shares worth $218K. The position accounts for 0.03% of the portfolio, ranked #410.

Founders Financial Alliance first reported a position in BTI in Q3 2020 and has held it in 9 quarters since. The position peaked at $398K in Q1 2025. 907 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Founders Financial Alliance held 3,531 shares of British American Tobacco worth $218K as of Q2 2026.
Founders Financial Alliance sold 1,470 British American Tobacco shares in Q2 2026, an estimated $88.7K.
British American Tobacco made up 0.03% of Founders Financial Alliance's portfolio in Q2 2026, its #410 holding.
Founders Financial Alliance first reported a position in British American Tobacco in Q3 2020 and has held it in 9 quarters since.
Founders Financial Alliance's British American Tobacco position peaked at $398K in Q1 2025.
907 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.