SYM Financial Corp
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SYM Financial Corp’s British American Tobacco BTI Stock Holding History

SYM Financial Corp’s Portfolio BTI Stock Details BTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$209K Sell
3,843
-20
-0.5% -$1.16K 0.02% 393
2026
Q2 		$239K Sell
3,863
-1,197
-24% -$72.2K 0.02% 320
2026
Q1 		$296K Buy
5,060
+1,412
+39% +$83.6K 0.03% 226
2025
Q4 		$207K Buy
+3,648
New +$199K 0.02% 312

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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.11B AUM 22.59% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

SYM Financial Corp's BTI Position: Q3 2026 in Review

SYM Financial Corp reduced its British American Tobacco (BTI) stake by 0.52% in Q3 2026, selling an estimated $1.16K and leaving 3,843 shares worth $209K. The position accounts for 0.02% of the portfolio, ranked #393.

SYM Financial Corp first reported a position in BTI in Q4 2025 and has held it in 4 quarters since. The position peaked at $296K in Q1 2026. 480 funds tracked by Wall St. Rank hold BTI as of Q3 2026.

  • SYM Financial Corp held 3,843 shares of British American Tobacco worth $209K as of Q3 2026.
  • SYM Financial Corp sold 20 British American Tobacco shares in Q3 2026, an estimated $1.16K.
  • British American Tobacco made up 0.02% of SYM Financial Corp's portfolio in Q3 2026, its #393 holding.
  • SYM Financial Corp first reported a position in British American Tobacco in Q4 2025 and has held it in 4 quarters since.
  • SYM Financial Corp's British American Tobacco position peaked at $296K in Q1 2026.
  • 480 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.