Capital Squared Financial’s Altria Group MO Stock Holding History

Capital Squared Financial’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 Q3	$388K	Sell	5,767 -53	-0.9%	-$3.68K	0.25%	63
2026 Q2	$419K	Hold	5,820	–	–	0.27%	62
2026 Q1	$384K	Sell	5,820 -470	-7%	-$30.2K	0.29%	59
2025 Q4	$363K	Buy	6,290 +555	+10%	+$33.5K	0.28%	61
2025 Q3	$379K	Buy	+5,735	New	+$363K	0.33%	55

Other funds holding MO

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Capital Squared Financial's MO Position: Q3 2026 in Review

Capital Squared Financial reduced its Altria Group (MO) stake by 0.91% in Q3 2026, selling an estimated $3.68K and leaving 5,767 shares worth $388K. The position accounts for 0.25% of the portfolio, ranked #63.

Capital Squared Financial first reported a position in MO in Q3 2025 and has held it in 5 quarters since. The position peaked at $419K in Q2 2026. 1,121 funds tracked by Wall St. Rank hold MO as of Q3 2026.

Capital Squared Financial held 5,767 shares of Altria Group worth $388K as of Q3 2026.
Capital Squared Financial sold 53 Altria Group shares in Q3 2026, an estimated $3.68K.
Altria Group made up 0.25% of Capital Squared Financial's portfolio in Q3 2026, its #63 holding.
Capital Squared Financial first reported a position in Altria Group in Q3 2025 and has held it in 5 quarters since.
Capital Squared Financial's Altria Group position peaked at $419K in Q2 2026.
1,121 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Capital Squared Financial's 13F filing for Q3 2026, filed 30 Oct 2026.