United Financial Planning Group’s British American Tobacco BTI Stock Holding History

United Financial Planning 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
2026 Q2	$6.86K	Buy	+111	New	+$6.7K	﹤0.01%	319

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

United Financial Planning Group's BTI Position: Q2 2026 in Review

United Financial Planning Group opened a new position in British American Tobacco (BTI) in Q2 2026: 111 shares worth $6.86K. The stake represents ﹤0.01% of the portfolio and ranks #319 among its holdings.

904 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

United Financial Planning Group held 111 shares of British American Tobacco worth $6.86K as of Q2 2026.
British American Tobacco was a new United Financial Planning Group position in Q2 2026.
British American Tobacco made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #319 holding.
904 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.