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

Navis 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
Q1 		– Sell
-12,919
Closed -$731K – 176
2025
Q4 		$731K Buy
+12,919
New +$705K 0.31% 77

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Navis Wealth Advisors's BTI Position: Q1 2026 in Review

Navis Wealth Advisors sold out of British American Tobacco (BTI) in Q1 2026, closing a stake of 12,919 shares — an estimated $731K sold.

Navis Wealth Advisors first reported a position in BTI in Q4 2025 and held it in 1 quarter. The position peaked at $731K in Q4 2025. 869 funds tracked by Wall St. Rank hold BTI as of Q1 2026.

  • Navis Wealth Advisors reported no remaining British American Tobacco position as of Q1 2026 after selling out during the quarter.
  • Navis Wealth Advisors sold 12,919 British American Tobacco shares in Q1 2026, an estimated $731K.
  • Navis Wealth Advisors first reported a position in British American Tobacco in Q4 2025 and held it in 1 quarter.
  • Navis Wealth Advisors's British American Tobacco position peaked at $731K in Q4 2025.
  • 869 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2026.

Based on Navis Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.