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Kelleher Financial Advisors’s British American Tobacco BTI Stock Holding History

Kelleher 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
Q2 		$96.7K Hold
1,566
– – 0.01% 376
2026
Q1 		$74.1K Hold
1,566
– – 0.02% 330
2025
Q4 		$88.7K Hold
1,566
– – 0.02% 329
2025
Q3 		$83.1K Buy
+1,566
New +$85K 0.02% 279

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

Kelleher Financial Advisors's BTI Position: Q2 2026 in Review

Kelleher Financial Advisors held its British American Tobacco (BTI) position steady in Q2 2026 at 1,566 shares worth $96.7K. The position accounts for 0.01% of the portfolio, ranked #376.

Kelleher Financial Advisors first reported a position in BTI in Q3 2025 and has held it in 4 quarters since. 904 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

  • Kelleher Financial Advisors held 1,566 shares of British American Tobacco worth $96.7K as of Q2 2026.
  • Kelleher Financial Advisors left its British American Tobacco share count unchanged in Q2 2026.
  • British American Tobacco made up 0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #376 holding.
  • Kelleher Financial Advisors first reported a position in British American Tobacco in Q3 2025 and has held it in 4 quarters since.
  • 904 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.