Naviter Wealth’s British American Tobacco BTI Stock Holding History

Naviter Wealth’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	$3.21M	Buy	51,914 +10,584	+26%	+$639K	0.29%	80
2026 Q1	$2.45M	Buy	41,330 +1,668	+4%	+$98.7K	0.31%	79
2025 Q4	$2.28M	Sell	39,662 -6,871	-15%	-$375K	0.3%	82
2025 Q3	$2.47M	Sell	46,533 -2,223	-5%	-$121K	0.29%	86
2025 Q2	$2.34M	Buy	48,756 +1,264	+3%	+$56K	0.29%	91
2025 Q1	$1.96M	Buy	47,492 +339	+0.7%	+$13.3K	0.24%	117
2024 Q4	$1.75M	Sell	47,153 -9,386	-17%	-$339K	0.21%	130
2024 Q3	$2.11M	Buy	56,539 +33	+0.1%	+$1.18K	0.29%	97
2024 Q2	$1.79M	Buy	56,506 +4,000	+8%	+$121K	0.27%	108
2024 Q1	$1.64M	Buy	52,506 +19,579	+59%	+$589K	0.27%	107
2023 Q4	$988K	Sell	32,927 -5,142	-14%	-$156K	0.2%	134
2023 Q3	$1.22M	Buy	38,069 +12,461	+49%	+$411K	0.3%	84
2023 Q2	$850K	Sell	25,608 -4,450	-15%	-$152K	0.22%	122
2023 Q1	$1.08M	Buy	30,058 +12,859	+75%	+$485K	0.38%	74
2022 Q4	$667K	Sell	17,199 -5,338	-24%	-$210K	0.18%	127
2022 Q3	$816K	Buy	22,537 +2,775	+14%	+$111K	0.33%	70
2022 Q2	$848K	Buy	+19,762	New	+$848K	0.35%	67

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

Naviter Wealth's BTI Position: Q2 2026 in Review

Naviter Wealth increased its British American Tobacco (BTI) stake by 26% in Q2 2026, buying an estimated $639K and bringing the position to 51,914 shares worth $3.21M. The position accounts for 0.29% of the portfolio, ranked #80.

Naviter Wealth first reported a position in BTI in Q2 2022 and has held it in 17 quarters since. 908 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Naviter Wealth held 51,914 shares of British American Tobacco worth $3.21M as of Q2 2026.
Naviter Wealth bought 10,584 British American Tobacco shares in Q2 2026, an estimated $639K.
British American Tobacco made up 0.29% of Naviter Wealth's portfolio in Q2 2026, its #80 holding.
Naviter Wealth first reported a position in British American Tobacco in Q2 2022 and has held it in 17 quarters since.
908 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.