Syverson Strege & Co’s British American Tobacco BTI Stock Holding History

Syverson Strege & Co’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	$526K	Buy	8,524 +630	+8%	+$38K	0.11%	84
2026 Q1	$462K	Sell	7,894 -90	-1%	-$5.33K	0.11%	83
2025 Q4	$452K	Buy	7,984 +598	+8%	+$32.6K	0.11%	81
2025 Q3	$392K	Buy	+7,386	New	+$401K	0.09%	85
2023 Q2	–	Sell	-498	Closed	-$17.5K	–	145
2023 Q1	$17.5K	Buy	+498	New	+$18.8K	0.01%	194
2021 Q4	–	Sell	-513	Closed	-$18K	–	326
2021 Q3	$18K	Buy	+513	New	+$19.3K	0.01%	197

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

Syverson Strege & Co's BTI Position: Q2 2026 in Review

Syverson Strege & Co increased its British American Tobacco (BTI) stake by 8% in Q2 2026, buying an estimated $38K and bringing the position to 8,524 shares worth $526K. The position accounts for 0.11% of the portfolio, ranked #84.

Syverson Strege & Co first reported a position in BTI in Q3 2021 and has held it in 6 quarters since. 907 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Syverson Strege & Co held 8,524 shares of British American Tobacco worth $526K as of Q2 2026.
Syverson Strege & Co bought 630 British American Tobacco shares in Q2 2026, an estimated $38K.
British American Tobacco made up 0.11% of Syverson Strege & Co's portfolio in Q2 2026, its #84 holding.
Syverson Strege & Co first reported a position in British American Tobacco in Q3 2021 and has held it in 6 quarters since.
907 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Syverson Strege & Co's 13F filing for Q2 2026, filed 6 Aug 2026.