FIRST FOUNDATION ADVISORS

Endowment

Position in BTI — British American Tobacco p.l.c.

CIK 1086763 Irvine, CA

Position in BTI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$467,214

+$24,889 QoQ

Shares Held

7,565

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#488

of 903 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

FIRST FOUNDATION ADVISORS holds $17,207,074 across 3 Tobacco names. BTI ranks #2 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	91,182	$16,495,734
2	BTI	British American Tobacco p.l.c. This page	7,565	$467,214
3	MO	Altria Group, Inc.	3,393	$244,126

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$467,214	7,565	0.0%	Shares	Sole	2026-08-14
2026-03-31	$442,325	7,565	0.0%	Shares	Sole	2026-05-04
2025-12-31	$428,330	7,565	-56.9%	Shares	Sole	2026-02-04
2025-09-30	$932,350	17,565	-55.5%	Shares	Sole	2025-11-17
2025-06-30	$1,867,688	39,461	-12.1%	Shares	Defined	2025-08-14
2025-03-31	$1,856,850	44,884	-1.6%	Shares	Defined	2025-05-08
2024-12-31	$1,656,918	45,620	+19.5%	Shares	Sole	2025-02-13
2024-09-30	$1,396,039	38,164	-12.9%	Shares	Sole	2024-11-14
2024-06-30	$1,354,919	43,806	0.0%	Shares	Sole	2024-08-06
2024-03-31	$1,336,083	43,806	-1.2%	Shares	Sole	2024-05-10
2023-12-31	$1,298,952	44,348	-44.2%	Shares	Sole	2024-02-14
2023-09-30	$2,496,434	79,479	-0.5%	Shares	Defined	2023-11-15
2023-06-30	$2,653,277	79,918	+30.8%	Shares	Defined	2023-08-14
2023-03-31	$2,146,183	61,110	+33.9%	Shares	Sole	2023-05-12
2022-12-31	$1,824,247	45,629	+33.1%	Shares	Sole	2023-02-14
2022-09-30	$1,216,798	34,276	+549.9%	Shares	Sole	2022-11-14
2022-06-30	$226,307	5,274	-71.1%	Shares	Sole	2022-08-12
2022-03-31	$769,292	18,247	-50.8%	Shares	Defined	2022-05-05
2021-12-31	$1,387,162	37,080	+214.3%	Shares	Defined	2022-02-14
2021-09-30	$416,232	11,798	+112.3%	Shares	Defined	2021-11-15
2021-03-31	$215,278	5,557	-79.5%	Shares	Sole	2021-05-18
2020-12-31	$1,016,728	27,120	+1.1%	Shares	Defined	2021-02-16
2020-09-30	$969,253	26,812	-6.7%	Shares	Sole	2020-11-12
2020-06-30	$1,115,376	28,732	+3.1%	Shares	Sole	2020-08-14
2020-03-31	$952,430	27,857	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.