Symphony Financial, Ltd. Co.
Position in BTI — British American Tobacco p.l.c.
CIK 1800687
HOUSTON, TX
Position in BTI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$627,790
+$18,416 QoQ
Shares Held
10,165
-2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#421
of 904 holders
Holding Since
Jun 2022
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BTI Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Symphony Financial, Ltd. Co. holds $9,561,942 across 3 Tobacco names. BTI ranks #3 (6.6% of the industry book) .
All Filings in BTI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $627,790 | 10,165 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $609,374 | 10,422 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $491,404 | 8,679 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $539,239 | 10,159 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $460,189 | 9,723 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $305,305 | 8,406 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $346,632 | 9,476 | Shares | Sole | 2024-10-21 | |
| 2022-09-30 | $502,431 | 14,153 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $478,575 | 11,153 | Shares | Sole | 2022-07-18 | |
| No filing history on record for this holder in this stock. | ||||||