Symphony Financial’s British American Tobacco BTI Stock Holding History

Symphony Financial’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	$638K	Sell	10,165 -257	-2%	-$15.5K	0.07%	174
2026 Q1	$603K	Buy	10,422 +1,743	+20%	+$103K	0.08%	146
2025 Q4	$491K	Sell	8,679 -1,480	-15%	-$80.8K	0.07%	167
2025 Q3	$539K	Buy	10,159 +436	+4%	+$23.7K	0.07%	158
2025 Q2	$460K	Buy	+9,723	New	+$431K	0.06%	161
2025 Q1	–	Sell	-8,406	Closed	-$309K	–	116
2024 Q4	$309K	Sell	8,406 -1,070	-11%	-$38.6K	0.05%	174
2024 Q3	$349K	Buy	+9,476	New	+$339K	0.06%	172
2022 Q4	–	Sell	-14,153	Closed	-$509K	–	190
2022 Q3	$509K	Buy	14,153 +3,000	+27%	+$120K	0.17%	132
2022 Q2	$489K	Buy	+11,153	New	+$479K	0.14%	132

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

Symphony Financial's BTI Position: Q2 2026 in Review

Symphony Financial reduced its British American Tobacco (BTI) stake by 2.5% in Q2 2026, selling an estimated $15.5K and leaving 10,165 shares worth $638K. The position accounts for 0.07% of the portfolio, ranked #174.

Symphony Financial first reported a position in BTI in Q2 2022 and has held it in 9 quarters since. 904 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Symphony Financial held 10,165 shares of British American Tobacco worth $638K as of Q2 2026.
Symphony Financial sold 257 British American Tobacco shares in Q2 2026, an estimated $15.5K.
British American Tobacco made up 0.07% of Symphony Financial's portfolio in Q2 2026, its #174 holding.
Symphony Financial first reported a position in British American Tobacco in Q2 2022 and has held it in 9 quarters since.
904 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

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