Community Financial Services Group’s Altria Group MO Stock Holding History

Community Financial Services Group’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	$153K	Buy	2,137 +1,350	+172%	+$94.2K	0.02%	147
2026 Q1	$51.5K	Buy	+787	New	+$50.6K	0.01%	189
2015 Q4	–	Sell	-70	Closed	-$4K	–	162
2015 Q3	$4K	Hold	70	–	–	﹤0.01%	259
2015 Q2	$3K	Hold	70	–	–	﹤0.01%	278
2015 Q1	$4K	Hold	70	–	–	﹤0.01%	287
2014 Q4	$3K	Buy	+70	New	+$3.41K	﹤0.01%	292

Other funds holding MO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Community Financial Services Group's MO Position: Q2 2026 in Review

Community Financial Services Group increased its Altria Group (MO) stake by 172% in Q2 2026, buying an estimated $94.2K and bringing the position to 2,137 shares worth $153K. The position accounts for 0.02% of the portfolio, ranked #147.

Community Financial Services Group first reported a position in MO in Q4 2014 and has held it in 6 quarters since. 582 funds tracked by Wall St. Rank hold MO as of Q2 2026.

Community Financial Services Group held 2,137 shares of Altria Group worth $153K as of Q2 2026.
Community Financial Services Group bought 1,350 Altria Group shares in Q2 2026, an estimated $94.2K.
Altria Group made up 0.02% of Community Financial Services Group's portfolio in Q2 2026, its #147 holding.
Community Financial Services Group first reported a position in Altria Group in Q4 2014 and has held it in 6 quarters since.
582 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.