Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
RIA
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
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
$427B AUM
29.17%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
GQG Partners
Ft. Lauderdale, Florida
$63.1B AUM
23.07%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
OAG
Orbis Allan Gray
Hamilton, Bermuda
$23.7B AUM
65.43%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close