Kestra Advisory Services’s British American Tobacco BTI Stock Holding History

Kestra Advisory Services’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	$3.66M	Buy	59,249 +9,939	+20%	+$600K	0.01%	1007
2026 Q1	$2.88M	Sell	49,310 -12,997	-21%	-$769K	0.01%	1086
2025 Q4	$3.53M	Buy	62,307 +5,146	+9%	+$281K	0.01%	928
2025 Q3	$3.03M	Sell	57,161 -3,243	-5%	-$176K	0.01%	937
2025 Q2	$2.86M	Buy	60,404 +6,945	+13%	+$308K	0.01%	898
2025 Q1	$2.21M	Sell	53,459 -10,336	-16%	-$406K	0.01%	941
2024 Q4	$2.32M	Buy	63,795 +7,262	+13%	+$262K	0.01%	923
2024 Q3	$2.07M	Sell	56,533 -5,618	-9%	-$201K	0.01%	938
2024 Q2	$1.92M	Buy	62,151 +20,793	+50%	+$632K	0.01%	976
2024 Q1	$1.27M	Buy	41,358 +7,605	+23%	+$229K	0.01%	1100
2023 Q4	$989K	Sell	33,753 -5,278	-14%	-$161K	0.01%	1123
2023 Q3	$1.23M	Sell	39,031 -8,131	-17%	-$268K	0.01%	900
2023 Q2	$1.57M	Sell	47,162 -758	-2%	-$25.9K	0.02%	778
2023 Q1	$1.68M	Sell	47,920 -26,512	-36%	-$1,000K	0.02%	717
2022 Q4	$2.98M	Buy	74,432 +14,548	+24%	+$572K	0.03%	601
2022 Q3	$2.13M	Buy	59,884 +1,915	+3%	+$76.7K	0.02%	646
2022 Q2	$2.49M	Buy	57,969 +21,472	+59%	+$921K	0.03%	590
2022 Q1	$1.54M	Sell	36,497 -14,856	-29%	-$633K	0.02%	769
2021 Q4	$1.92M	Buy	51,353 +6,695	+15%	+$238K	0.02%	699
2021 Q3	$1.58M	Buy	44,658 +4,888	+12%	+$183K	0.02%	803
2021 Q2	$1.56M	Buy	39,770 +4,184	+12%	+$164K	0.02%	748
2021 Q1	$1.38M	Buy	35,586 +21,043	+145%	+$792K	0.02%	739
2020 Q4	$549K	Buy	14,543 +2,136	+17%	+$76.5K	0.01%	1160
2020 Q3	$446K	Buy	+12,407	New	+$434K	0.01%	939

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

Kestra Advisory Services's BTI Position: Q2 2026 in Review

Kestra Advisory Services increased its British American Tobacco (BTI) stake by 20% in Q2 2026, buying an estimated $600K and bringing the position to 59,249 shares worth $3.66M. The position accounts for 0.01% of the portfolio, ranked #1007.

Kestra Advisory Services first reported a position in BTI in Q3 2020 and has held it in 24 quarters since. 909 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Kestra Advisory Services held 59,249 shares of British American Tobacco worth $3.66M as of Q2 2026.
Kestra Advisory Services bought 9,939 British American Tobacco shares in Q2 2026, an estimated $600K.
British American Tobacco made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1007 holding.
Kestra Advisory Services first reported a position in British American Tobacco in Q3 2020 and has held it in 24 quarters since.
909 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.