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 Q2	$239K	Sell	3,863 -1,197	-24%	-$72.3K	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

Other funds holding BTI

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SYM Financial Corp's BTI Position: Q2 2026 in Review

SYM Financial Corp reduced its British American Tobacco (BTI) stake by 24% in Q2 2026, selling an estimated $72.3K and leaving 3,863 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #320.

SYM Financial Corp first reported a position in BTI in Q4 2025 and has held it in 3 quarters since. The position peaked at $296K in Q1 2026. 908 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

SYM Financial Corp held 3,863 shares of British American Tobacco worth $239K as of Q2 2026.
SYM Financial Corp sold 1,197 British American Tobacco shares in Q2 2026, an estimated $72.3K.
British American Tobacco made up 0.02% of SYM Financial Corp's portfolio in Q2 2026, its #320 holding.
SYM Financial Corp first reported a position in British American Tobacco in Q4 2025 and has held it in 3 quarters since.
SYM Financial Corp's British American Tobacco position peaked at $296K in Q1 2026.
908 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.