Finward Bancorp
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Finward Bancorp’s Altria Group MO Stock Holding History

Finward Bancorp’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 		$310K Hold
4,607
– – 0.23% 84
2026
Q2 		$331K Hold
4,607
– – 0.25% 77
2026
Q1 		$304K Hold
4,607
– – 0.24% 82
2025
Q4 		$266K Sell
4,607
-35
-0.8% -$2.11K 0.21% 92
2025
Q3 		$307K Sell
4,642
-76
-2% -$4.82K 0.23% 81
2025
Q2 		$277K Hold
4,718
– – 0.22% 87
2025
Q1 		$283K Hold
4,718
– – 0.25% 86
2024
Q4 		$247K Buy
+4,718
New +$251K 0.21% 90

Other funds holding MO

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
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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Finward Bancorp's MO Position: Q3 2026 in Review

Finward Bancorp held its Altria Group (MO) position steady in Q3 2026 at 4,607 shares worth $310K. The position accounts for 0.23% of the portfolio, ranked #84.

Finward Bancorp first reported a position in MO in Q4 2024 and has held it in 8 quarters since. The position peaked at $331K in Q2 2026. 1,437 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • Finward Bancorp held 4,607 shares of Altria Group worth $310K as of Q3 2026.
  • Finward Bancorp left its Altria Group share count unchanged in Q3 2026.
  • Altria Group made up 0.23% of Finward Bancorp's portfolio in Q3 2026, its #84 holding.
  • Finward Bancorp first reported a position in Altria Group in Q4 2024 and has held it in 8 quarters since.
  • Finward Bancorp's Altria Group position peaked at $331K in Q2 2026.
  • 1,437 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Finward Bancorp's 13F filing for Q3 2026, filed 14 Oct 2026.