JNBA Financial Advisors’s Altria Group MO Stock Holding History

JNBA Financial Advisors’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	$21K	Hold	292	–	–	﹤0.01%	432
2026 Q1	$19.3K	Hold	292	–	–	﹤0.01%	425
2025 Q4	$16.8K	Buy	292 +67	+30%	+$4.05K	﹤0.01%	434
2025 Q3	$14.9K	Hold	225	–	–	﹤0.01%	438
2025 Q2	$13.2K	Hold	225	–	–	﹤0.01%	435
2025 Q1	$13.5K	Hold	225	–	–	﹤0.01%	425
2024 Q4	$11.8K	Hold	225	–	–	﹤0.01%	439
2024 Q3	$11.5K	Hold	225	–	–	﹤0.01%	448
2024 Q2	$10.2K	Hold	225	–	–	﹤0.01%	452
2024 Q1	$9.81K	Hold	225	–	–	﹤0.01%	470
2023 Q4	$9.08K	Hold	225	–	–	﹤0.01%	479
2023 Q3	$9.46K	Hold	225	–	–	﹤0.01%	472
2023 Q2	$10.2K	Hold	225	–	–	﹤0.01%	465
2023 Q1	$10K	Hold	225	–	–	﹤0.01%	479
2022 Q4	$10.3K	Hold	225	–	–	﹤0.01%	447
2022 Q3	$9K	Hold	225	–	–	﹤0.01%	477
2022 Q2	$9K	Hold	225	–	–	﹤0.01%	501
2022 Q1	$12K	Sell	225 -408	-64%	-$20.8K	﹤0.01%	480
2021 Q4	$30K	Buy	633 +52	+9%	+$2.38K	﹤0.01%	365
2021 Q3	$26K	Hold	581	–	–	﹤0.01%	378
2021 Q2	$28K	Hold	581	–	–	﹤0.01%	358
2021 Q1	$30K	Buy	581 +356	+158%	+$16K	﹤0.01%	344
2020 Q4	$9K	Hold	225	–	–	﹤0.01%	446
2020 Q3	$9K	Sell	225 -100	-31%	-$4.16K	﹤0.01%	425
2020 Q2	$13K	Buy	325 +100	+44%	+$3.9K	﹤0.01%	378
2020 Q1	$9K	Hold	225	–	–	﹤0.01%	399
2019 Q4	$11K	Sell	225 -155	-41%	-$7.31K	﹤0.01%	427
2019 Q3	$16K	Sell	380 -45	-11%	-$2.07K	﹤0.01%	360
2019 Q2	$20K	Buy	425 +200	+89%	+$10.5K	﹤0.01%	348
2019 Q1	$13K	Sell	225 -153	-40%	-$7.82K	﹤0.01%	380
2018 Q4	$19K	Sell	378 -13,066	-97%	-$757K	﹤0.01%	300
2018 Q3	$811K	Buy	13,444 +13,219	+5,875%	+$785K	0.36%	59
2018 Q2	$13K	Hold	225	–	–	﹤0.01%	375
2018 Q1	$14K	Hold	225	–	–	﹤0.01%	344
2017 Q4	$16K	Hold	225	–	–	﹤0.01%	335
2017 Q3	$14K	Hold	225	–	–	﹤0.01%	333
2017 Q2	$17K	Hold	225	–	–	﹤0.01%	309
2017 Q1	$16K	Sell	225 -4	-2%	-$289	﹤0.01%	315
2016 Q4	$15K	Sell	229 -34,997	-99%	-$2.25M	﹤0.01%	329
2016 Q3	$2.23M	Buy	35,226 +34,997	+15,283%	+$2.33M	0.33%	28
2016 Q2	$16K	Sell	229 -150	-40%	-$9.61K	﹤0.01%	308
2016 Q1	$24K	Hold	379	–	–	0.01%	265
2015 Q4	$22K	Buy	379 +79	+26%	+$4.58K	0.01%	275
2015 Q3	$16K	Hold	300	–	–	0.01%	302
2015 Q2	$15K	Hold	300	–	–	0.01%	316
2015 Q1	$15K	Hold	300	–	–	0.01%	326
2014 Q4	$15K	Buy	+300	New	+$14.6K	0.01%	320
2014 Q1	–	Sell	-100	Closed	-$4K	–	487
2013 Q4	$4K	Hold	100	–	–	﹤0.01%	370
2013 Q3	$3K	Hold	100	–	–	﹤0.01%	376
2013 Q2	$3K	Buy	+100	New	+$3.59K	﹤0.01%	330

Other funds holding MO

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 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

JNBA Financial Advisors's MO Position: Q2 2026 in Review

JNBA Financial Advisors held its Altria Group (MO) position steady in Q2 2026 at 292 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #432.

JNBA Financial Advisors first reported a position in MO in Q2 2013 and has held it in 50 quarters since. The position peaked at $2.23M in Q3 2016. 906 funds tracked by Wall St. Rank hold MO as of Q2 2026.

JNBA Financial Advisors held 292 shares of Altria Group worth $21K as of Q2 2026.
JNBA Financial Advisors left its Altria Group share count unchanged in Q2 2026.
Altria Group made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #432 holding.
JNBA Financial Advisors first reported a position in Altria Group in Q2 2013 and has held it in 50 quarters since.
JNBA Financial Advisors's Altria Group position peaked at $2.23M in Q3 2016.
906 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.