SFS
BTI icon

Sunrise Financial Services’s British American Tobacco BTI Stock Holding History

Sunrise Financial Services’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 		$3.64K Hold
59
– – ﹤0.01% 310
2026
Q1 		$3.45K Hold
59
– – ﹤0.01% 318
2025
Q4 		$3.34K Buy
+59
New +$3.22K ﹤0.01% 293

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

Sunrise Financial Services's BTI Position: Q2 2026 in Review

Sunrise Financial Services held its British American Tobacco (BTI) position steady in Q2 2026 at 59 shares worth $3.64K. The position accounts for ﹤0.01% of the portfolio, ranked #310.

Sunrise Financial Services first reported a position in BTI in Q4 2025 and has held it in 3 quarters since. 904 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

  • Sunrise Financial Services held 59 shares of British American Tobacco worth $3.64K as of Q2 2026.
  • Sunrise Financial Services left its British American Tobacco share count unchanged in Q2 2026.
  • British American Tobacco made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #310 holding.
  • Sunrise Financial Services first reported a position in British American Tobacco in Q4 2025 and has held it in 3 quarters since.
  • 904 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.