Position in BTI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$238,578
-$57,280 QoQ
Shares Held
3,863
-23.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#653
of 903 holders
Holding Since
Dec 2025
3 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, 2026SYM FINANCIAL Corp holds $1,229,404 across 3 Tobacco names. BTI ranks #3 (19.4% of the industry book) .
All Filings in BTI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,578 | 3,863 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $295,858 | 5,060 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $206,549 | 3,648 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||