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Perennial Investment Advisors’s British American Tobacco BTI Stock Holding History

Perennial Investment 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 		$507K Sell
8,206
-10
-0.1% -$604 0.03% 325
2026
Q1 		$480K Buy
8,216
+767
+10% +$45.4K 0.04% 302
2025
Q4 		$422K Buy
7,449
+1,193
+19% +$65.1K 0.03% 303
2025
Q3 		$332K Buy
6,256
+468
+8% +$25.4K 0.03% 342
2025
Q2 		$274K Buy
+5,788
New +$256K 0.03% 373

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
Morgan Stanley
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Perennial Investment Advisors's BTI Position: Q2 2026 in Review

Perennial Investment Advisors reduced its British American Tobacco (BTI) stake by 0.12% in Q2 2026, selling an estimated $604 and leaving 8,206 shares worth $507K. The position accounts for 0.03% of the portfolio, ranked #325.

Perennial Investment Advisors first reported a position in BTI in Q2 2025 and has held it in 5 quarters since. 904 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

  • Perennial Investment Advisors held 8,206 shares of British American Tobacco worth $507K as of Q2 2026.
  • Perennial Investment Advisors sold 10 British American Tobacco shares in Q2 2026, an estimated $604.
  • British American Tobacco made up 0.03% of Perennial Investment Advisors's portfolio in Q2 2026, its #325 holding.
  • Perennial Investment Advisors first reported a position in British American Tobacco in Q2 2025 and has held it in 5 quarters since.
  • 904 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.