Prospera Financial Services’s British American Tobacco BTI Stock Holding History

Prospera Financial Services’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	$1.16M	Buy	18,700 +6,374	+52%	+$385K	0.02%	704
2026 Q1	$721K	Buy	12,326 +403	+3%	+$23.8K	0.01%	854
2025 Q4	$675K	Sell	11,923 -487	-4%	-$26.6K	0.01%	825
2025 Q3	$659K	Sell	12,410 -2,433	-16%	-$132K	0.01%	837
2025 Q2	$703K	Buy	14,843 +445	+3%	+$19.7K	0.01%	783
2025 Q1	$596K	Sell	14,398 -724	-5%	-$28.5K	0.01%	712
2024 Q4	$549K	Buy	15,122 +754	+5%	+$27.2K	0.01%	716
2024 Q3	$526K	Sell	14,368 -182	-1%	-$6.5K	0.01%	708
2024 Q2	$450K	Sell	14,550 -1,508	-9%	-$45.8K	0.01%	746
2024 Q1	$490K	Buy	16,058 +4,746	+42%	+$143K	0.01%	719
2023 Q4	$331K	Buy	11,312 +3,417	+43%	+$104K	0.01%	804
2023 Q3	$248K	Buy	7,895 +1,801	+30%	+$59.4K	0.01%	877
2023 Q2	$202K	Buy	+6,094	New	+$208K	0.01%	955
2023 Q1	–	Sell	-5,499	Closed	-$220K	–	961
2022 Q4	$220K	Buy	+5,499	New	+$216K	0.01%	818
2022 Q3	–	Sell	-6,230	Closed	-$267K	–	929
2022 Q2	$267K	Buy	6,230 +617	+11%	+$26.5K	0.01%	658
2022 Q1	$237K	Buy	+5,613	New	+$239K	0.01%	827
2020 Q1	–	Sell	-5,478	Closed	-$233K	–	519
2019 Q4	$233K	Sell	5,478 -557	-9%	-$21K	0.02%	531
2019 Q3	$223K	Sell	6,035 -263	-4%	-$9.62K	0.02%	497
2019 Q2	$236K	Buy	+6,298	New	+$239K	0.03%	460
2018 Q4	–	Sell	-4,975	Closed	-$226K	–	401
2018 Q3	$226K	Sell	4,975 -1,938	-28%	-$98.4K	0.04%	371
2018 Q2	$357K	Sell	6,913 -391	-5%	-$20.6K	0.05%	303
2018 Q1	$435K	Sell	7,304 -406	-5%	-$25.5K	0.06%	261
2017 Q4	$512K	Buy	7,710 +263	+4%	+$17.1K	0.08%	211
2017 Q3	$468K	Buy	7,447 +1,824	+32%	+$118K	0.07%	251
2017 Q2	$378K	Buy	+5,623	New	+$391K	0.06%	269

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

Prospera Financial Services's BTI Position: Q2 2026 in Review

Prospera Financial Services increased its British American Tobacco (BTI) stake by 52% in Q2 2026, buying an estimated $385K and bringing the position to 18,700 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #704.

Prospera Financial Services first reported a position in BTI in Q2 2017 and has held it in 25 quarters since. 907 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Prospera Financial Services held 18,700 shares of British American Tobacco worth $1.16M as of Q2 2026.
Prospera Financial Services bought 6,374 British American Tobacco shares in Q2 2026, an estimated $385K.
British American Tobacco made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #704 holding.
Prospera Financial Services first reported a position in British American Tobacco in Q2 2017 and has held it in 25 quarters since.
907 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.