Key Financial Inc’s British American Tobacco BTI Stock Holding History

Key Financial Inc’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	$494	Sell	8 -198	-96%	-$12K	﹤0.01%	1267
2026 Q1	$12K	Sell	206 -18	-8%	-$1.06K	﹤0.01%	840
2025 Q4	$12.7K	Hold	224	–	–	﹤0.01%	819
2025 Q3	$11.7K	Buy	224 +3	+1%	+$163	﹤0.01%	846
2025 Q2	$10.5K	Hold	221	–	–	﹤0.01%	845
2025 Q1	$9.14K	Hold	221	–	–	﹤0.01%	837
2024 Q4	$8.03K	Buy	221 +198	+861%	+$7.15K	﹤0.01%	865
2024 Q3	$841	Hold	23	–	–	﹤0.01%	1214
2024 Q2	$711	Hold	23	–	–	﹤0.01%	1218
2024 Q1	$702	Hold	23	–	–	﹤0.01%	1207
2023 Q4	$674	Sell	23 -1,693	-99%	-$51.5K	﹤0.01%	1211
2023 Q3	$53.9K	Hold	1,716	–	–	0.02%	396
2023 Q2	$57K	Hold	1,716	–	–	0.02%	387
2023 Q1	$60.3K	Sell	1,716 -141	-8%	-$5.32K	0.02%	365
2022 Q4	$65.9K	Hold	1,857	–	–	0.03%	315
2022 Q3	$66K	Hold	1,857	–	–	0.03%	318
2022 Q2	$80K	Hold	1,857	–	–	0.04%	281
2022 Q1	$78K	Hold	1,857	–	–	0.04%	299
2021 Q4	$69K	Buy	1,857 +1,661	+847%	+$59K	0.03%	297
2021 Q3	$7K	Buy	196 +55	+39%	+$2.06K	﹤0.01%	640
2021 Q2	$5K	Hold	141	–	–	﹤0.01%	677
2021 Q1	$5K	Hold	141	–	–	﹤0.01%	589
2020 Q4	$5K	Buy	+141	New	+$5.05K	﹤0.01%	546
2020 Q2	–	Sell	-141	Closed	-$5K	–	162
2020 Q1	$5K	Buy	+141	New	+$5.75K	0.01%	501

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

Key Financial Inc's BTI Position: Q2 2026 in Review

Key Financial Inc reduced its British American Tobacco (BTI) stake by 96% in Q2 2026, selling an estimated $12K and leaving 8 shares worth $494. The position accounts for ﹤0.01% of the portfolio, ranked #1267.

Key Financial Inc first reported a position in BTI in Q1 2020 and has held it in 24 quarters since. The position peaked at $80K in Q2 2022. 904 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Key Financial Inc held 8 shares of British American Tobacco worth $494 as of Q2 2026.
Key Financial Inc sold 198 British American Tobacco shares in Q2 2026, an estimated $12K.
British American Tobacco made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1267 holding.
Key Financial Inc first reported a position in British American Tobacco in Q1 2020 and has held it in 24 quarters since.
Key Financial Inc's British American Tobacco position peaked at $80K in Q2 2022.
904 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.