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Park Square Financial Group’s Altria Group MO Stock Holding History

Park Square Financial 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
2025
Q3 		– Sell
-2,614
Closed -$153K – 693
2025
Q2 		$153K Buy
2,614
+102
+4% +$5.99K 0.11% 139
2025
Q1 		$151K Sell
2,512
-664
-21% -$36.3K 0.12% 115
2024
Q4 		$166K Buy
+3,176
New +$169K 0.11% 116

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Park Square Financial Group's MO Position: Q3 2025 in Review

Park Square Financial Group sold out of Altria Group (MO) in Q3 2025, closing a stake of 2,614 shares — an estimated $153K sold.

Park Square Financial Group first reported a position in MO in Q4 2024 and held it in 3 quarters. The position peaked at $166K in Q4 2024. 2,350 funds tracked by Wall St. Rank hold MO as of Q3 2025.

  • Park Square Financial Group reported no remaining Altria Group position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 2,614 Altria Group shares in Q3 2025, an estimated $153K.
  • Park Square Financial Group first reported a position in Altria Group in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Altria Group position peaked at $166K in Q4 2024.
  • 2,350 funds tracked by Wall St. Rank held Altria Group as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.