UNITED CAPITAL FINANCIAL ADVISORS, LLC

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

CIK 1463217 IRVING, TX

Position in BTI

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$2,343,359

+$125,008 QoQ

Shares Held

37,943

+0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#247

of 903 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $22,524,438 across 3 Tobacco names. BTI ranks #3 (10.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	73,275	$13,256,180
2	MO	Altria Group, Inc.	96,246	$6,924,899
3	BTI	British American Tobacco p.l.c. This page	37,943	$2,343,359

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,343,359	37,943	+0.0%	Shares	Defined	2026-08-17
2026-03-31	$2,218,351	37,940	+1.9%	Shares	Defined	2026-05-15
2025-12-31	$2,107,509	37,222	+7.2%	Shares	Defined	2026-02-17
2025-09-30	$1,843,149	34,724	+65.3%	Shares	Defined	2025-11-14
2025-06-30	$994,213	21,006	+19.6%	Shares	Defined	2025-08-11
2025-03-31	$726,457	17,560	+8.0%	Shares	Defined	2025-05-13
2024-12-31	$590,345	16,254	+5.7%	Shares	Defined	2025-02-13
2024-09-30	$562,454	15,376	+11.1%	Shares	Defined	2024-11-12
2024-06-30	$428,040	13,839	+7.1%	Shares	Defined	2024-08-14
2024-03-31	$394,243	12,926	-27.3%	Shares	Defined	2024-05-15
2023-12-31	$520,746	17,779	-34.1%	Shares	Defined	2024-02-14
2023-09-30	$848,038	26,999	+20.1%	Shares	Defined	2023-11-14
2023-06-30	$746,535	22,486	-1.5%	Shares	Defined	2023-08-14
2023-03-31	$801,719	22,828	-20.6%	Shares	Defined	2023-08-15
2022-12-31	$1,149,664	28,756	-4.9%	Shares	Defined	2023-02-15
2022-09-30	$1,073,058	30,227	-12.7%	Shares	Defined	2022-11-14
2022-06-30	$1,486,059	34,632	-8.8%	Shares	Defined	2022-08-11
2022-03-31	$1,600,267	37,957	-5.3%	Shares	Defined	2022-05-16
2021-12-31	$1,499,879	40,093	+33.8%	Shares	Defined	2022-02-14
2021-09-30	$1,057,341	29,970	+0.6%	Shares	Defined	2021-11-15
2021-06-30	$1,170,848	29,785	+3.3%	Shares	Defined	2021-08-13
2021-03-31	$1,116,757	28,827	-0.6%	Shares	Defined	2021-05-14
2020-12-31	$1,087,697	29,013	—	Shares	Defined	2021-02-17
No filing history on record for this holder in this stock.