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 Q2	$1.15M	Buy	18,626 +22	+0.1%	+$1.33K	0.01%	923
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 $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

Summit Trail Advisors's BTI Position: Q2 2026 in Review

Summit Trail Advisors increased its British American Tobacco (BTI) stake by 0.12% in Q2 2026, buying an estimated $1.33K and bringing the position to 18,626 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #923.

Summit Trail Advisors first reported a position in BTI in Q4 2017 and has held it in 6 quarters since. 907 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Summit Trail Advisors held 18,626 shares of British American Tobacco worth $1.15M as of Q2 2026.
Summit Trail Advisors bought 22 British American Tobacco shares in Q2 2026, an estimated $1.33K.
British American Tobacco made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #923 holding.
Summit Trail Advisors first reported a position in British American Tobacco in Q4 2017 and has held it in 6 quarters since.
907 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.