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Patriot Financial Group Insurance Agency’s Altria Group MO Stock Holding History

Patriot Financial Group Insurance Agency’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 		$1.99M Sell
27,718
-25,612
-48% -$1.79M 0.2% 129
2026
Q1 		$3.52M Buy
53,330
+24,699
+86% +$1.59M 0.2% 134
2025
Q4 		$1.65M Buy
28,631
+10,542
+58% +$637K 0.2% 139
2025
Q3 		$1.19M Sell
18,089
-3,268
-15% -$207K 0.15% 173
2025
Q2 		$1.25M Sell
21,357
-6,415
-23% -$377K 0.14% 173
2025
Q1 		$1.67M Sell
27,772
-3,787
-12% -$207K 0.22% 113
2024
Q4 		$1.65M Buy
31,559
+895
+3% +$47.7K 0.22% 104
2024
Q3 		$1.57M Buy
30,664
+7
+0% +$354 0.21% 111
2024
Q2 		$1.4M Sell
30,657
-507
-2% -$22.5K 0.21% 111
2024
Q1 		$1.36M Buy
31,164
+2,319
+8% +$96.2K 0.22% 111
2023
Q4 		$1.16M Buy
28,845
+1,618
+6% +$66.9K 0.22% 112
2023
Q3 		$1.14M Buy
27,227
+2,465
+10% +$109K 0.24% 109
2023
Q2 		$1.12M Buy
24,762
+1,509
+6% +$68.3K 0.21% 113
2023
Q1 		$1.04M Buy
23,253
+2,030
+10% +$93.3K 0.21% 114
2022
Q4 		$970K Buy
21,223
+389
+2% +$17.6K 0.13% 111
2022
Q3 		$841K Buy
20,834
+802
+4% +$35K 0.2% 125
2022
Q2 		$837K Buy
20,032
+5,696
+40% +$295K 0.17% 132
2022
Q1 		$749K Sell
14,336
-1,191
-8% -$60.7K 0.13% 172
2021
Q4 		$736K Buy
15,527
+1,785
+13% +$81.8K 0.12% 179
2021
Q3 		$626K Buy
13,742
+3,107
+29% +$150K 0.11% 195
2021
Q2 		$507K Buy
10,635
+2,986
+39% +$147K 0.09% 228
2021
Q1 		$391K Buy
7,649
+259
+4% +$11.6K 0.09% 235
2020
Q4 		$303K Sell
7,390
-1,356
-16% -$54.4K 0.08% 260
2020
Q3 		$338K Buy
8,746
+18
+0.2% +$749 0.11% 182
2020
Q2 		$343K Sell
8,728
-1,094
-11% -$42.7K 0.13% 161
2020
Q1 		$380K Buy
9,822
+139
+1% +$6.17K 0.17% 126
2019
Q4 		$483K Sell
9,683
-421
-4% -$19.9K 0.18% 116
2019
Q3 		$413K Buy
10,104
+1,223
+14% +$56.3K 0.19% 112
2019
Q2 		$432K Buy
8,881
+434
+5% +$22.7K 0.19% 97
2019
Q1 		$485K Buy
8,447
+4,582
+119% +$234K 0.25% 66
2018
Q4 		$191K Buy
3,865
+129
+3% +$7.47K 0.13% 131
2018
Q3 		$225K Buy
3,736
+3,410
+1,046% +$202K 0.13% 106
2018
Q2 		$19K Sell
326
-6,966
-96% -$402K 0.02% 300
2018
Q1 		$441K Buy
7,292
+190
+3% +$12.6K 0.33% 66
2017
Q4 		$500K Sell
7,102
-138
-2% -$9.25K 0.37% 61
2017
Q3 		$460K Sell
7,240
-544
-7% -$36.3K 0.41% 52
2017
Q2 		$574K Buy
7,784
+231
+3% +$16.9K 0.6% 28
2017
Q1 		$543K Buy
7,553
+590
+8% +$42.7K 0.57% 29
2016
Q4 		$487K Buy
+6,963
New +$448K 0.67% 27

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Patriot Financial Group Insurance Agency's MO Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Altria Group (MO) stake by 48% in Q2 2026, selling an estimated $1.79M and leaving 27,718 shares worth $1.99M. The position accounts for 0.2% of the portfolio, ranked #129.

Patriot Financial Group Insurance Agency first reported a position in MO in Q4 2016 and has held it in 39 quarters since. The position peaked at $3.52M in Q1 2026. 1,665 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 27,718 shares of Altria Group worth $1.99M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 25,612 Altria Group shares in Q2 2026, an estimated $1.79M.
  • Altria Group made up 0.2% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #129 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Altria Group in Q4 2016 and has held it in 39 quarters since.
  • Patriot Financial Group Insurance Agency's Altria Group position peaked at $3.52M in Q1 2026.
  • 1,665 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.