Steward Partners Investment Advisory, LLC
Position in BTI — British American Tobacco p.l.c.
CIK 1723397
STAMFORD, CT
Position in BTI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,195,418
+$1,837,850 QoQ
Shares Held
67,931
+68.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#185
of 909 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BTI Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $44,091,023 across 6 Tobacco names. BTI ranks #3 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
145,587 | $26,338,144 | |
| 2 | MO |
Altria Group, Inc.
|
188,067 | $13,531,420 | |
| 3 | BTI |
British American Tobacco p.l.c.
This page
|
67,931 | $4,195,418 | |
| 4 | UVV |
Universal Corp /Va/
|
460 | $23,998 | |
| 5 | TPB |
Turning Point Brands, Inc.
|
24 | $2,035 | |
| 6 | XXII |
22nd Century Group, Inc.
|
2 | $8 |
All Filings in BTI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,195,418 | 67,931 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,357,568 | 40,321 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,150,654 | 37,984 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,025,585 | 38,161 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,700,898 | 35,937 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $300,718 | 7,269 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $281,661 | 7,755 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $202,067 | 5,524 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $156,722 | 5,067 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $127,703 | 4,187 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $112,766 | 3,850 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $202,437 | 6,445 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $145,980 | 4,397 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $189,999 | 5,410 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $215,612 | 5,393 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $187,014 | 5,268 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $206,826 | 4,820 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $979,208 | 23,226 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $885,831 | 23,679 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,116,682 | 31,652 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $161,210 | 4,101 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $116,994 | 3,020 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $97,174 | 2,592 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $98,653 | 2,729 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $132,725 | 3,419 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $126,605 | 3,703 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||