Envestnet Portfolio Solutions, Inc.
Position in BTI — British American Tobacco p.l.c.
CIK 1998033
BERWYN, PA
Position in BTI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,530,245
-$65,355 QoQ
Shares Held
40,969
-7.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#238
of 903 holders
Holding Since
Sep 2023
12 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, 2026Envestnet Portfolio Solutions, Inc. holds $43,292,824 across 3 Tobacco names. BTI ranks #3 (5.8% of the industry book) .
All Filings in BTI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,530,245 | 40,969 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,595,600 | 44,392 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $4,278,263 | 75,561 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,802,810 | 71,643 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $3,269,083 | 69,070 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $510,712 | 12,345 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,161,622 | 31,983 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,586,132 | 70,698 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $2,175,987 | 70,352 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,257,457 | 74,015 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,488,126 | 84,948 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $3,015,297 | 95,998 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||