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Simplicity Wealth’s British American Tobacco BTI Stock Holding History

Simplicity Wealth’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 		$230K Buy
+3,716
New +$224K 0.01% 934
2024
Q3 		– Sell
-31,981
Closed -$989K – 576
2024
Q2 		$989K Sell
31,981
-15,375
-32% -$467K 0.02% 528
2024
Q1 		$1.44M Buy
+47,356
New +$1.43M 0.03% 422

Other funds holding BTI

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Simplicity Wealth's BTI Position: Q2 2026 in Review

Simplicity Wealth opened a new position in British American Tobacco (BTI) in Q2 2026: 3,716 shares worth $230K. The stake represents 0.01% of the portfolio and ranks #934 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in BTI as recently as Q2 2024.

Simplicity Wealth first reported a position in BTI in Q1 2024 and has held it in 3 quarters since. The position peaked at $1.44M in Q1 2024. 907 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

  • Simplicity Wealth held 3,716 shares of British American Tobacco worth $230K as of Q2 2026.
  • British American Tobacco was a new Simplicity Wealth position in Q2 2026.
  • British American Tobacco made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #934 holding.
  • Simplicity Wealth first reported a position in British American Tobacco in Q1 2024 and has held it in 3 quarters since.
  • Simplicity Wealth's British American Tobacco position peaked at $1.44M in Q1 2024.
  • 907 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.