Certior Financial Group
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Certior Financial Group’s Philip Morris PM Stock Holding History

Certior Financial Group’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$228K Buy
1,196
+6
+0.5% +$1.13K 0.12% 123
2026
Q2 		$215K Buy
+1,190
New +$206K 0.12% 132
2025
Q3 		– Sell
-1,223
Closed -$223K – 140
2025
Q2 		$223K Buy
+1,223
New +$210K 0.17% 113

Other funds holding PM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Certior Financial Group's PM Position: Q3 2026 in Review

Certior Financial Group increased its Philip Morris (PM) stake by 0.5% in Q3 2026, buying an estimated $1.13K and bringing the position to 1,196 shares worth $228K. The position accounts for 0.12% of the portfolio, ranked #123.

Certior Financial Group first reported a position in PM in Q2 2025 and has held it in 3 quarters since. 1,837 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Certior Financial Group held 1,196 shares of Philip Morris worth $228K as of Q3 2026.
  • Certior Financial Group bought 6 Philip Morris shares in Q3 2026, an estimated $1.13K.
  • Philip Morris made up 0.12% of Certior Financial Group's portfolio in Q3 2026, its #123 holding.
  • Certior Financial Group first reported a position in Philip Morris in Q2 2025 and has held it in 3 quarters since.
  • 1,837 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Certior Financial Group's 13F filing for Q3 2026, filed 19 Oct 2026.