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Polaris Financial Partners’s Altria Group MO Stock Holding History

Polaris Financial Partners’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 		$144K Buy
+2,111
New +$147K 0.06% 97

Other funds holding MO

MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

Polaris Financial Partners's MO Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Altria Group (MO) in Q3 2026: 2,111 shares worth $144K. The stake represents 0.06% of the portfolio and ranks #97 among its holdings.

19 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • Polaris Financial Partners held 2,111 shares of Altria Group worth $144K as of Q3 2026.
  • Altria Group was a new Polaris Financial Partners position in Q3 2026.
  • Altria Group made up 0.06% of Polaris Financial Partners's portfolio in Q3 2026, its #97 holding.
  • 19 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.