Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
JFA
JNBA Financial Advisors’s
British American Tobacco
BTI
Stock Holding History
JNBA Financial 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
$12.7K
Hold
217
–
–
﹤0.01%
467
2025
Q4
$12.3K
Buy
217
+67
+45%
+$3.66K
﹤0.01%
468
2025
Q3
$7.96K
Hold
150
–
–
﹤0.01%
504
2025
Q2
$7.1K
Hold
150
–
–
﹤0.01%
501
2025
Q1
$6.21K
Hold
150
–
–
﹤0.01%
517
2024
Q4
$5.45K
Hold
150
–
–
﹤0.01%
536
2024
Q3
$5.49K
Hold
150
–
–
﹤0.01%
543
2024
Q2
$4.64K
Hold
150
–
–
﹤0.01%
530
2024
Q1
$4.58K
Hold
150
–
–
﹤0.01%
546
2023
Q4
$4.39K
Hold
150
–
–
﹤0.01%
547
2023
Q3
$4.71K
Buy
+150
New
+$4.95K
﹤0.01%
550
2019
Q3
–
Sell
-8
Closed
–
–
598
2019
Q2
$0
Buy
+8
New
+$303
﹤0.01%
675
2019
Q1
–
Sell
-98
Closed
-$3K
–
547
2018
Q4
$3K
Sell
98
-322
-77%
-$12.5K
﹤0.01%
458
2018
Q3
$20K
Buy
+420
New
+$21.3K
0.01%
310
2016
Q4
–
Sell
-2,812
Closed
-$179K
–
606
2016
Q3
$179K
Buy
+2,812
New
+$178K
0.03%
246
Other funds holding BTI
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
GQG Partners
Ft. Lauderdale, Florida
$63.1B AUM
23.07%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
OAG
Orbis Allan Gray
Hamilton, Bermuda
$23.7B AUM
65.43%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close