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 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 $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Syverson Strege & Co's BTI Position: Q1 2026 in Review

Syverson Strege & Co reduced its British American Tobacco (BTI) stake by 1.1% in Q1 2026, selling an estimated $5.33K and leaving 7,894 shares worth $462K. The position accounts for 0.11% of the portfolio, ranked #83.

Syverson Strege & Co first reported a position in BTI in Q3 2021 and has held it in 5 quarters since. 866 funds tracked by Wall St. Rank hold BTI as of Q1 2026.

Syverson Strege & Co held 7,894 shares of British American Tobacco worth $462K as of Q1 2026.
Syverson Strege & Co sold 90 British American Tobacco shares in Q1 2026, an estimated $5.33K.
British American Tobacco made up 0.11% of Syverson Strege & Co's portfolio in Q1 2026, its #83 holding.
Syverson Strege & Co first reported a position in British American Tobacco in Q3 2021 and has held it in 5 quarters since.
866 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2026.

Based on Syverson Strege & Co's 13F filing for Q1 2026, filed 4 May 2026.