Kingswood Wealth Advisors’s British American Tobacco BTI Stock Holding History

Kingswood Wealth 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	$1.12M	Sell	18,109 -1,486	-8%	-$89.7K	0.05%	381
2026 Q1	$1.15M	Sell	19,595 -2,803	-13%	-$166K	0.05%	350
2025 Q4	$1.27M	Buy	22,398 +3,664	+20%	+$200K	0.06%	307
2025 Q3	$994K	Buy	18,734 +5,921	+46%	+$321K	0.06%	315
2025 Q2	$606K	Buy	12,813 +1,282	+11%	+$56.8K	0.05%	363
2025 Q1	$477K	Sell	11,531 -428	-4%	-$16.8K	0.04%	408
2024 Q4	$434K	Buy	11,959 +6	+0.1%	+$217	0.03%	483
2024 Q3	$437K	Buy	11,953 +1,866	+18%	+$66.7K	0.03%	490
2024 Q2	$312K	Buy	+10,087	New	+$306K	0.03%	506

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

Kingswood Wealth Advisors's BTI Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its British American Tobacco (BTI) stake by 7.6% in Q2 2026, selling an estimated $89.7K and leaving 18,109 shares worth $1.12M. The position accounts for 0.05% of the portfolio, ranked #381.

Kingswood Wealth Advisors first reported a position in BTI in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.27M in Q4 2025. 904 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Kingswood Wealth Advisors held 18,109 shares of British American Tobacco worth $1.12M as of Q2 2026.
Kingswood Wealth Advisors sold 1,486 British American Tobacco shares in Q2 2026, an estimated $89.7K.
British American Tobacco made up 0.05% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #381 holding.
Kingswood Wealth Advisors first reported a position in British American Tobacco in Q2 2024 and has held it in 9 quarters since.
Kingswood Wealth Advisors's British American Tobacco position peaked at $1.27M in Q4 2025.
904 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.