Summit Trail Advisors, LLC
Position in BTI — British American Tobacco p.l.c.
CIK 1698478
NEW YORK, NY
Position in BTI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,150,341
+$62,566 QoQ
Shares Held
18,626
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#344
of 903 holders
Holding Since
Jun 2024
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BTI Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Summit Trail Advisors, LLC holds $20,858,178 across 3 Tobacco names. BTI ranks #3 (5.5% of the industry book) .
All Filings in BTI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,150,341 | 18,626 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,087,775 | 18,604 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $209,719 | 3,951 | Shares | Sole | 2025-11-14 | |
| 2024-06-30 | $230,304 | 7,446 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||