Kovack Advisors’s British American Tobacco BTI Stock Holding History

Kovack 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	$463K	Sell	7,572 -472	-6%	-$28.5K	0.02%	650
2026 Q1	$468K	Sell	8,044 -229	-3%	-$13.6K	0.03%	606
2025 Q4	$468K	Buy	8,273 +4,420	+115%	+$241K	0.02%	613
2025 Q3	$205K	Buy	+3,853	New	+$209K	0.02%	571
2025 Q2	–	Sell	-5,964	Closed	-$247K	–	626
2025 Q1	$247K	Hold	5,964	–	–	0.03%	476
2024 Q4	$217K	Buy	+5,964	New	+$215K	0.02%	546
2023 Q4	–	Sell	-6,807	Closed	-$214K	–	577
2023 Q3	$214K	Sell	6,807 -707	-9%	-$23.3K	0.03%	467
2023 Q2	$249K	Sell	7,514 -59	-0.8%	-$2.02K	0.03%	461
2023 Q1	$266K	Sell	7,573 -2,988	-28%	-$113K	0.04%	438
2022 Q4	$422K	Buy	10,561 +85	+0.8%	+$3.34K	0.06%	319
2022 Q3	$372K	Sell	10,476 -1,227	-10%	-$49.2K	0.05%	357
2022 Q2	$502K	Sell	11,703 -9,980	-46%	-$428K	0.07%	318
2022 Q1	$914K	Buy	21,683 +4,615	+27%	+$197K	0.09%	235
2021 Q4	$639K	Buy	17,068 +1,273	+8%	+$45.2K	0.06%	330
2021 Q3	$557K	Buy	+15,795	New	+$593K	0.06%	351
2017 Q4	–	Sell	-3,947	Closed	-$247K	–	458
2017 Q3	$247K	Buy	+3,947	New	+$255K	0.08%	275

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

Kovack Advisors's BTI Position: Q2 2026 in Review

Kovack Advisors reduced its British American Tobacco (BTI) stake by 5.9% in Q2 2026, selling an estimated $28.5K and leaving 7,572 shares worth $463K. The position accounts for 0.02% of the portfolio, ranked #650.

Kovack Advisors first reported a position in BTI in Q3 2017 and has held it in 16 quarters since. The position peaked at $914K in Q1 2022. 907 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Kovack Advisors held 7,572 shares of British American Tobacco worth $463K as of Q2 2026.
Kovack Advisors sold 472 British American Tobacco shares in Q2 2026, an estimated $28.5K.
British American Tobacco made up 0.02% of Kovack Advisors's portfolio in Q2 2026, its #650 holding.
Kovack Advisors first reported a position in British American Tobacco in Q3 2017 and has held it in 16 quarters since.
Kovack Advisors's British American Tobacco position peaked at $914K in Q1 2022.
907 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.