PAG
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Poinciana Advisors Group’s Altria Group MO Stock Holding History

Poinciana Advisors 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 		$274K Hold
3,815
– – 0.2% 81
2026
Q1 		$252K Buy
3,815
+332
+10% +$21.4K 0.2% 98
2025
Q4 		$201K Buy
+3,483
New +$210K 0.16% 133

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

Poinciana Advisors Group's MO Position: Q2 2026 in Review

Poinciana Advisors Group held its Altria Group (MO) position steady in Q2 2026 at 3,815 shares worth $274K. The position accounts for 0.2% of the portfolio, ranked #81.

Poinciana Advisors Group first reported a position in MO in Q4 2025 and has held it in 3 quarters since. 1,665 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Poinciana Advisors Group held 3,815 shares of Altria Group worth $274K as of Q2 2026.
  • Poinciana Advisors Group left its Altria Group share count unchanged in Q2 2026.
  • Altria Group made up 0.2% of Poinciana Advisors Group's portfolio in Q2 2026, its #81 holding.
  • Poinciana Advisors Group first reported a position in Altria Group in Q4 2025 and has held it in 3 quarters since.
  • 1,665 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.