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

Regal 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	$829K	Buy	13,417 +265	+2%	+$16K	0.04%	358
2026 Q1	$769K	Buy	13,152 +904	+7%	+$53.5K	0.04%	347
2025 Q4	$693K	Sell	12,248 -565	-4%	-$30.8K	0.04%	356
2025 Q3	$680K	Sell	12,813 -1,061	-8%	-$57.6K	0.04%	324
2025 Q2	$657K	Buy	13,874 +1,173	+9%	+$51.9K	0.05%	300
2025 Q1	$525K	Sell	12,701 -784	-6%	-$30.8K	0.04%	318
2024 Q4	$490K	Sell	13,485 -2,244	-14%	-$81.1K	0.04%	328
2024 Q3	$575K	Sell	15,729 -902	-5%	-$32.2K	0.04%	327
2024 Q2	$514K	Sell	16,631 -517	-3%	-$15.7K	0.03%	352
2024 Q1	$523K	Buy	17,148 +3,839	+29%	+$116K	0.04%	353
2023 Q4	$390K	Buy	+13,309	New	+$405K	0.03%	370
2020 Q1	–	Sell	-5,014	Closed	-$213K	–	60
2019 Q4	$213K	Buy	+5,014	New	+$189K	0.04%	305
2015 Q4	–	Sell	-3,160	Closed	-$173K	–	347
2015 Q3	$173K	Buy	+3,160	New	+$175K	0.04%	257
2015 Q2	–	Sell	-200	Closed	-$10K	–	929
2015 Q1	$10K	Hold	200	–	–	﹤0.01%	682
2014 Q4	$11K	Hold	200	–	–	﹤0.01%	623
2014 Q3	$11K	Buy	+200	New	+$11.8K	﹤0.01%	668

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

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

Regal Investment Advisors increased its British American Tobacco (BTI) stake by 2% in Q2 2026, buying an estimated $16K and bringing the position to 13,417 shares worth $829K. The position accounts for 0.04% of the portfolio, ranked #358.

Regal Investment Advisors first reported a position in BTI in Q3 2014 and has held it in 16 quarters since. 904 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Regal Investment Advisors held 13,417 shares of British American Tobacco worth $829K as of Q2 2026.
Regal Investment Advisors bought 265 British American Tobacco shares in Q2 2026, an estimated $16K.
British American Tobacco made up 0.04% of Regal Investment Advisors's portfolio in Q2 2026, its #358 holding.
Regal Investment Advisors first reported a position in British American Tobacco in Q3 2014 and has held it in 16 quarters since.
904 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

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