Stonegate Investment Group’s British American Tobacco BTI Stock Holding History

Stonegate Investment 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
2025 Q3	$249K	Sell	4,685 -1,071	-19%	-$58.1K	0.01%	350
2025 Q2	$272K	Sell	5,756 -420	-7%	-$18.6K	0.01%	320
2025 Q1	$256K	Sell	6,176 -1,307	-17%	-$51.4K	0.01%	297
2024 Q4	$272K	Hold	7,483	–	–	0.01%	280
2024 Q3	$274K	Buy	+7,483	New	+$267K	0.01%	289

Other funds holding BTI

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Stonegate Investment Group's BTI Position: Q3 2025 in Review

Stonegate Investment Group reduced its British American Tobacco (BTI) stake by 19% in Q3 2025, selling an estimated $58.1K and leaving 4,685 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #350.

Stonegate Investment Group first reported a position in BTI in Q3 2024 and has held it in 5 quarters since. The position peaked at $274K in Q3 2024. 770 funds tracked by Wall St. Rank hold BTI as of Q3 2025.

Stonegate Investment Group held 4,685 shares of British American Tobacco worth $249K as of Q3 2025.
Stonegate Investment Group sold 1,071 British American Tobacco shares in Q3 2025, an estimated $58.1K.
British American Tobacco made up 0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #350 holding.
Stonegate Investment Group first reported a position in British American Tobacco in Q3 2024 and has held it in 5 quarters since.
Stonegate Investment Group's British American Tobacco position peaked at $274K in Q3 2024.
770 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.