AFC
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Ares Financial Consulting’s Altria Group MO Stock Holding History

Ares Financial Consulting’s Portfolio MO Stock Details MO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$396K Buy
5,506
+15
+0.3% +$1.05K 0.28% 57
2026
Q1 		$360K Buy
5,491
+298
+6% +$19.2K 0.28% 55
2025
Q4 		$299K Buy
+5,193
New +$314K 0.29% 59

Other funds holding MO

SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Ares Financial Consulting's MO Position: Q2 2026 in Review

Ares Financial Consulting increased its Altria Group (MO) stake by 0.27% in Q2 2026, buying an estimated $1.05K and bringing the position to 5,506 shares worth $396K. The position accounts for 0.28% of the portfolio, ranked #57.

Ares Financial Consulting first reported a position in MO in Q4 2025 and has held it in 3 quarters since. 1,457 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Ares Financial Consulting held 5,506 shares of Altria Group worth $396K as of Q2 2026.
  • Ares Financial Consulting bought 15 Altria Group shares in Q2 2026, an estimated $1.05K.
  • Altria Group made up 0.28% of Ares Financial Consulting's portfolio in Q2 2026, its #57 holding.
  • Ares Financial Consulting first reported a position in Altria Group in Q4 2025 and has held it in 3 quarters since.
  • 1,457 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.