Principal Securities’s British American Tobacco BTI Stock Holding History

Principal Securities’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	$2.8M	Buy	45,262 +1,762	+4%	+$106K	0.03%	428
2026 Q1	$2.54M	Buy	43,500 +6,316	+17%	+$374K	0.04%	415
2025 Q4	$2.11M	Sell	37,184 -1,240	-3%	-$67.7K	0.03%	461
2025 Q3	$2.04M	Sell	38,424 -1,200	-3%	-$65.1K	0.03%	456
2025 Q2	$1.88M	Buy	39,624 +12,894	+48%	+$571K	0.04%	434
2025 Q1	$971K	Hold	26,730	–	–	0.02%	564
2024 Q4	$971K	Buy	26,730 +17,669	+195%	+$638K	0.02%	562
2024 Q3	$331K	Buy	9,061 +499	+6%	+$17.8K	0.01%	895
2024 Q2	$265K	Sell	8,562 -137	-2%	-$4.16K	0.01%	936
2024 Q1	$265K	Buy	8,699 +2,672	+44%	+$80.4K	0.01%	905
2023 Q4	$177K	Buy	+6,027	New	+$183K	0.01%	974

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

Principal Securities's BTI Position: Q2 2026 in Review

Principal Securities increased its British American Tobacco (BTI) stake by 4.1% in Q2 2026, buying an estimated $106K and bringing the position to 45,262 shares worth $2.8M. The position accounts for 0.03% of the portfolio, ranked #428.

Principal Securities first reported a position in BTI in Q4 2023 and has held it in 11 quarters since. 907 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Principal Securities held 45,262 shares of British American Tobacco worth $2.8M as of Q2 2026.
Principal Securities bought 1,762 British American Tobacco shares in Q2 2026, an estimated $106K.
British American Tobacco made up 0.03% of Principal Securities's portfolio in Q2 2026, its #428 holding.
Principal Securities first reported a position in British American Tobacco in Q4 2023 and has held it in 11 quarters since.
907 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.