Phoenix Financial’s British American Tobacco BTI Stock Holding History

Phoenix Financial’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	$5.14M	Buy	82,672 +26,766	+48%	+$1.62M	0.04%	137
2026 Q1	$3.27M	Buy	55,906 +10,306	+23%	+$610K	0.03%	141
2025 Q4	$2.58M	Buy	45,600 +3,600	+9%	+$196K	0.03%	162
2025 Q3	$2.23M	Buy	42,000 +34,922	+493%	+$1.9M	0.03%	175
2025 Q2	$335K	Buy	+7,078	New	+$313K	﹤0.01%	323
2023 Q3	–	Sell	-15,733	Closed	-$516K	–	326
2023 Q2	$516K	Buy	+15,733	New	+$538K	0.01%	243

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

Phoenix Financial's BTI Position: Q2 2026 in Review

Phoenix Financial increased its British American Tobacco (BTI) stake by 48% in Q2 2026, buying an estimated $1.62M and bringing the position to 82,672 shares worth $5.14M. The position accounts for 0.04% of the portfolio, ranked #137.

Phoenix Financial first reported a position in BTI in Q2 2023 and has held it in 6 quarters since. 910 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Phoenix Financial held 82,672 shares of British American Tobacco worth $5.14M as of Q2 2026.
Phoenix Financial bought 26,766 British American Tobacco shares in Q2 2026, an estimated $1.62M.
British American Tobacco made up 0.04% of Phoenix Financial's portfolio in Q2 2026, its #137 holding.
Phoenix Financial first reported a position in British American Tobacco in Q2 2023 and has held it in 6 quarters since.
910 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.