Summit Trail Advisors’s British American Tobacco BTI Stock Holding History

Summit Trail 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	$1.09M	Buy	+18,604	New	+$1.1M	0.02%	899
2025 Q4	–	Sell	-3,951	Closed	-$210K	–	1315
2025 Q3	$210K	Buy	+3,951	New	+$214K	﹤0.01%	1286
2024 Q3	–	Sell	-7,446	Closed	-$236K	–	723
2024 Q2	$236K	Buy	+7,446	New	+$226K	0.01%	551
2018 Q2	–	Sell	-5,844	Closed	-$200K	–	513
2018 Q1	$200K	Buy	5,844 +71	+1%	+$4.46K	0.03%	375
2017 Q4	$404K	Buy	+5,773	New	+$376K	0.05%	260

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 $5.72T 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 $1.56T AUM 27.86% 1-Year Est. Return

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

Summit Trail Advisors's BTI Position: Q1 2026 in Review

Summit Trail Advisors opened a new position in British American Tobacco (BTI) in Q1 2026: 18,604 shares worth $1.09M. The stake represents 0.02% of the portfolio and ranks #899 among its holdings. This is a return to the name: Summit Trail Advisors previously reported a position in BTI as recently as Q3 2025.

Summit Trail Advisors first reported a position in BTI in Q4 2017 and has held it in 5 quarters since. 866 funds tracked by Wall St. Rank hold BTI as of Q1 2026.

Summit Trail Advisors held 18,604 shares of British American Tobacco worth $1.09M as of Q1 2026.
British American Tobacco was a new Summit Trail Advisors position in Q1 2026.
British American Tobacco made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #899 holding.
Summit Trail Advisors first reported a position in British American Tobacco in Q4 2017 and has held it in 5 quarters since.
866 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.