KPWS
BTI icon

Kestra Private Wealth Services’s British American Tobacco BTI Stock Holding History

Kestra Private Wealth 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 		$2.24M Buy
36,337
+5,132
+16% +$310K 0.02% 560
2026
Q1 		$1.82M Buy
31,205
+7,986
+34% +$473K 0.02% 583
2025
Q4 		$1.31M Buy
23,219
+702
+3% +$38.3K 0.02% 691
2025
Q3 		$1.2M Sell
22,517
-1,313
-6% -$71.3K 0.02% 707
2025
Q2 		$1.13M Sell
23,830
-731
-3% -$32.4K 0.02% 696
2025
Q1 		$1.02M Sell
24,561
-610
-2% -$24K 0.02% 678
2024
Q4 		$914K Buy
25,171
+12,059
+92% +$436K 0.02% 682
2024
Q3 		$480K Sell
13,112
-9,595
-42% -$343K 0.01% 888
2024
Q2 		$702K Buy
22,707
+3,517
+18% +$107K 0.01% 701
2024
Q1 		$585K Buy
19,190
+3,341
+21% +$101K 0.01% 736
2023
Q4 		$464K Sell
15,849
-2,592
-14% -$78.9K 0.01% 756
2023
Q3 		$579K Buy
18,441
+2,692
+17% +$88.7K 0.02% 620
2023
Q2 		$523K Buy
15,749
+4,863
+45% +$166K 0.02% 620
2023
Q1 		$382K Buy
10,886
+271
+3% +$10.2K 0.02% 685
2022
Q4 		$424K Buy
10,615
+2,340
+28% +$91.9K 0.02% 565
2022
Q3 		$294K Sell
8,275
-6,699
-45% -$268K 0.02% 660
2022
Q2 		$643K Buy
14,974
+138
+0.9% +$5.92K 0.04% 435
2022
Q1 		$625K Sell
14,836
-768
-5% -$32.7K 0.03% 502
2021
Q4 		$584K Sell
15,604
-10,616
-40% -$377K 0.03% 541
2021
Q3 		$925K Buy
26,220
+1,544
+6% +$58K 0.05% 369
2021
Q2 		$970K Buy
24,676
+8,729
+55% +$342K 0.06% 335
2021
Q1 		$618K Buy
15,947
+6,413
+67% +$241K 0.04% 404
2020
Q4 		$360K Buy
+9,534
New +$341K 0.03% 520

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

Kestra Private Wealth Services's BTI Position: Q2 2026 in Review

Kestra Private Wealth Services increased its British American Tobacco (BTI) stake by 16% in Q2 2026, buying an estimated $310K and bringing the position to 36,337 shares worth $2.24M. The position accounts for 0.02% of the portfolio, ranked #560.

Kestra Private Wealth Services first reported a position in BTI in Q4 2020 and has held it in 23 quarters since. 910 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

  • Kestra Private Wealth Services held 36,337 shares of British American Tobacco worth $2.24M as of Q2 2026.
  • Kestra Private Wealth Services bought 5,132 British American Tobacco shares in Q2 2026, an estimated $310K.
  • British American Tobacco made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #560 holding.
  • Kestra Private Wealth Services first reported a position in British American Tobacco in Q4 2020 and has held it in 23 quarters since.
  • 910 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

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