EP Wealth Advisors, LLC

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

CIK 1540569 TORRANCE, CA

Position in BTI

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$842,591

+$334,663 QoQ

Shares Held

13,643

+57.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#376

of 903 holders

Holding Since

Jun 2021

7 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Consumer Defensive · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $17,906,860 across 3 Tobacco names. BTI ranks #3 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	50,883	$9,205,243
2	MO	Altria Group, Inc.	109,229	$7,859,026
3	BTI	British American Tobacco p.l.c. This page	13,643	$842,591

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$842,591	13,643	+57.1%	Shares	Sole	2026-08-12
2026-03-31	$507,928	8,687	-28.6%	Shares	Sole	2026-05-14
2025-12-31	$688,612	12,162	+18.1%	Shares	Sole	2026-02-18
2025-06-30	$487,404	10,298	+54.3%	Shares	Sole	2025-08-14
2022-06-30	$286,295	6,672	+33.2%	Shares	Sole	2022-08-11
2022-03-31	$211,137	5,008	-23.5%	Shares	Sole	2022-05-20
2021-06-30	$257,441	6,549	—	Shares	Sole	2021-08-24
No filing history on record for this holder in this stock.