VisionPoint Advisory Group’s British American Tobacco BTI Stock Holding History

VisionPoint Advisory 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	$205K	Buy	+3,314	New	+$200K	0.03%	458
2023 Q4	–	Sell	-41,597	Closed	-$1.31M	–	764
2023 Q3	$1.31M	Buy	41,597 +6,355	+18%	+$210K	0.56%	52
2023 Q2	$1.17M	Buy	35,242 +23,008	+188%	+$787K	0.48%	60
2023 Q1	$433K	Buy	+12,234	New	+$461K	0.19%	87
2020 Q2	–	Sell	-6,142	Closed	-$210K	–	110
2020 Q1	$210K	Buy	+6,142	New	+$250K	0.1%	106

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

VisionPoint Advisory Group's BTI Position: Q2 2026 in Review

VisionPoint Advisory Group opened a new position in British American Tobacco (BTI) in Q2 2026: 3,314 shares worth $205K. The stake represents 0.03% of the portfolio and ranks #458 among its holdings. This is a return to the name: VisionPoint Advisory Group previously reported a position in BTI as recently as Q3 2023.

VisionPoint Advisory Group first reported a position in BTI in Q1 2020 and has held it in 5 quarters since. The position peaked at $1.31M in Q3 2023. 907 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

VisionPoint Advisory Group held 3,314 shares of British American Tobacco worth $205K as of Q2 2026.
British American Tobacco was a new VisionPoint Advisory Group position in Q2 2026.
British American Tobacco made up 0.03% of VisionPoint Advisory Group's portfolio in Q2 2026, its #458 holding.
VisionPoint Advisory Group first reported a position in British American Tobacco in Q1 2020 and has held it in 5 quarters since.
VisionPoint Advisory Group's British American Tobacco position peaked at $1.31M in Q3 2023.
907 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.