Root Financial Partners
MO icon

Root Financial Partners’s Altria Group MO Stock Holding History

Root 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 		$598K Buy
8,883
+2,542
+40% +$177K 0.02% 195
2026
Q2 		$456K Sell
6,341
-112
-2% -$7.82K 0.02% 210
2026
Q1 		$426K Buy
6,453
+312
+5% +$20.1K 0.02% 193
2025
Q4 		$354K Buy
6,141
+1,145
+23% +$69.1K 0.02% 205
2025
Q3 		$330K Buy
+4,996
New +$317K 0.02% 202

Other funds holding MO

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Root Financial Partners increased its Altria Group (MO) stake by 40% in Q3 2026, buying an estimated $177K and bringing the position to 8,883 shares worth $598K. The position accounts for 0.02% of the portfolio, ranked #195.

Root Financial Partners first reported a position in MO in Q3 2025 and has held it in 5 quarters since. 1,109 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • Root Financial Partners held 8,883 shares of Altria Group worth $598K as of Q3 2026.
  • Root Financial Partners bought 2,542 Altria Group shares in Q3 2026, an estimated $177K.
  • Altria Group made up 0.02% of Root Financial Partners's portfolio in Q3 2026, its #195 holding.
  • Root Financial Partners first reported a position in Altria Group in Q3 2025 and has held it in 5 quarters since.
  • 1,109 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.