IEQ Capital’s British American Tobacco BTI Stock Holding History

IEQ Capital’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	$3.67M	Sell	59,343 -4,238	-7%	-$256K	0.02%	596
2026 Q1	$3.72M	Buy	63,581 +5,161	+9%	+$305K	0.02%	576
2025 Q4	$3.31M	Buy	58,420 +2,280	+4%	+$124K	0.01%	640
2025 Q3	$2.98M	Buy	56,140 +21,178	+61%	+$1.15M	0.01%	628
2025 Q2	$1.65M	Buy	34,962 +19,862	+132%	+$880K	0.01%	697
2025 Q1	$625K	Buy	15,100 +1,683	+13%	+$66.2K	0.01%	891
2024 Q4	$487K	Buy	13,417 +2,141	+19%	+$77.3K	﹤0.01%	858
2024 Q3	$412K	Buy	11,276 +2,727	+32%	+$97.5K	0.01%	819
2024 Q2	$264K	Buy	+8,549	New	+$260K	﹤0.01%	834

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

IEQ Capital's BTI Position: Q2 2026 in Review

IEQ Capital reduced its British American Tobacco (BTI) stake by 6.7% in Q2 2026, selling an estimated $256K and leaving 59,343 shares worth $3.67M. The position accounts for 0.02% of the portfolio, ranked #596.

IEQ Capital first reported a position in BTI in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.72M in Q1 2026. 907 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

IEQ Capital held 59,343 shares of British American Tobacco worth $3.67M as of Q2 2026.
IEQ Capital sold 4,238 British American Tobacco shares in Q2 2026, an estimated $256K.
British American Tobacco made up 0.02% of IEQ Capital's portfolio in Q2 2026, its #596 holding.
IEQ Capital first reported a position in British American Tobacco in Q2 2024 and has held it in 9 quarters since.
IEQ Capital's British American Tobacco position peaked at $3.72M in Q1 2026.
907 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.