SageView Advisory Group’s British American Tobacco BTI Stock Holding History

SageView Advisory Group’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	–	Sell	-2,359	Closed	-$134K	–	847
2025 Q4	$134K	Buy	+2,359	New	+$129K	﹤0.01%	731

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SageView Advisory Group's BTI Position: Q1 2026 in Review

SageView Advisory Group sold out of British American Tobacco (BTI) in Q1 2026, closing a stake of 2,359 shares — an estimated $134K sold.

SageView Advisory Group first reported a position in BTI in Q4 2025 and held it in 1 quarter. The position peaked at $134K in Q4 2025. 871 funds tracked by Wall St. Rank hold BTI as of Q1 2026.

SageView Advisory Group reported no remaining British American Tobacco position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 2,359 British American Tobacco shares in Q1 2026, an estimated $134K.
SageView Advisory Group first reported a position in British American Tobacco in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's British American Tobacco position peaked at $134K in Q4 2025.
871 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.