IFG
BTI icon

Independent Financial Group’s British American Tobacco BTI Stock Holding History

Independent Financial Group’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 		$822K Sell
13,309
-593
-4% -$35.8K 0.02% 769
2026
Q1 		$813K Sell
13,902
-1,960
-12% -$116K 0.02% 700
2025
Q4 		$898K Sell
15,862
-1,504
-9% -$82.1K 0.02% 662
2025
Q3 		$922K Sell
17,366
-6,526
-27% -$354K 0.02% 622
2025
Q2 		$1.13M Sell
23,892
-2,848
-11% -$126K 0.03% 509
2025
Q1 		$1.11M Sell
26,740
-4,192
-14% -$165K 0.04% 457
2024
Q4 		$1.12M Buy
30,932
+500
+2% +$18.1K 0.04% 447
2024
Q3 		$1.11M Sell
30,432
-3,387
-10% -$121K 0.04% 412
2024
Q2 		$1.05M Sell
33,819
-416
-1% -$12.6K 0.04% 394
2024
Q1 		$1.04M Buy
34,235
+2,400
+8% +$72.2K 0.05% 374
2023
Q4 		$932K Buy
31,835
+2,693
+9% +$81.9K 0.05% 378
2023
Q3 		$915K Buy
29,142
+7,540
+35% +$249K 0.06% 338
2023
Q2 		$717K Buy
21,602
+1,037
+5% +$35.5K 0.05% 389
2023
Q1 		$722K Buy
20,565
+170
+0.8% +$6.41K 0.06% 361
2022
Q4 		$815K Sell
20,395
-541
-3% -$21.3K 0.07% 289
2022
Q3 		$743K Buy
20,936
+62
+0.3% +$2.48K 0.07% 299
2022
Q2 		$896K Buy
20,874
+2,049
+11% +$87.9K 0.1% 243
2022
Q1 		$794K Buy
18,825
+729
+4% +$31.1K 0.06% 312
2021
Q4 		$677K Buy
18,096
+882
+5% +$31.3K 0.06% 342
2021
Q3 		$607K Buy
17,214
+2,016
+13% +$75.7K 0.06% 316
2021
Q2 		$597K Buy
+15,198
New +$595K 0.06% 322

Other funds holding BTI

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Independent Financial Group's BTI Position: Q2 2026 in Review

Independent Financial Group reduced its British American Tobacco (BTI) stake by 4.3% in Q2 2026, selling an estimated $35.8K and leaving 13,309 shares worth $822K. The position accounts for 0.02% of the portfolio, ranked #769.

Independent Financial Group first reported a position in BTI in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.13M in Q2 2025. 904 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

  • Independent Financial Group held 13,309 shares of British American Tobacco worth $822K as of Q2 2026.
  • Independent Financial Group sold 593 British American Tobacco shares in Q2 2026, an estimated $35.8K.
  • British American Tobacco made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #769 holding.
  • Independent Financial Group first reported a position in British American Tobacco in Q2 2021 and has held it in 21 quarters since.
  • Independent Financial Group's British American Tobacco position peaked at $1.13M in Q2 2025.
  • 904 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.