Bell Investment Advisors, Inc
Position in BTI — British American Tobacco p.l.c.
CIK 1890149
ORINDA, CA
Position in BTI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$16,366
+$872 QoQ
Shares Held
265
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#791
of 903 holders
Holding Since
Jun 2022
17 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, 2026Bell Investment Advisors, Inc holds $175,773 across 4 Tobacco names. BTI ranks #3 (9.3% of the industry book) .
All Filings in BTI
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,366 | 265 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $15,494 | 265 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $13,928 | 246 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $4,617 | 87 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $3,691 | 78 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,226 | 78 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $2,832 | 78 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,853 | 78 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,412 | 78 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,379 | 78 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $19,097 | 652 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $18,563 | 591 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,515 | 136 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $9,060 | 258 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $6,876 | 172 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $923 | 26 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $514 | 12 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||