Souders Financial Advisors’s British American Tobacco BTI Stock Holding History

Souders Financial 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	$2.11M	Sell	34,193 -460	-1%	-$27.8K	0.21%	58
2026 Q1	$2.03M	Buy	34,653 +2,320	+7%	+$137K	0.23%	59
2025 Q4	$1.83M	Buy	32,333 +2,699	+9%	+$147K	0.21%	61
2025 Q3	$1.57M	Buy	29,634 +3,255	+12%	+$177K	0.19%	65
2025 Q2	$1.25M	Buy	26,379 +9,043	+52%	+$400K	0.16%	75
2025 Q1	$717K	Buy	17,336 +11,294	+187%	+$444K	0.1%	113
2024 Q4	$219K	Buy	+6,042	New	+$218K	0.03%	171

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

Souders Financial Advisors's BTI Position: Q2 2026 in Review

Souders Financial Advisors reduced its British American Tobacco (BTI) stake by 1.3% in Q2 2026, selling an estimated $27.8K and leaving 34,193 shares worth $2.11M. The position accounts for 0.21% of the portfolio, ranked #58.

Souders Financial Advisors first reported a position in BTI in Q4 2024 and has held it in 7 quarters since. 907 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Souders Financial Advisors held 34,193 shares of British American Tobacco worth $2.11M as of Q2 2026.
Souders Financial Advisors sold 460 British American Tobacco shares in Q2 2026, an estimated $27.8K.
British American Tobacco made up 0.21% of Souders Financial Advisors's portfolio in Q2 2026, its #58 holding.
Souders Financial Advisors first reported a position in British American Tobacco in Q4 2024 and has held it in 7 quarters since.
907 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.