STAR Financial Bank’s Altria Group MO Stock Holding History

STAR Financial Bank’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	$241K	Buy	3,351 +125	+4%	+$8.72K	0.1%	101
2026 Q1	$213K	Buy	+3,226	New	+$208K	0.1%	98
2025 Q4	–	Sell	-3,181	Closed	-$210K	–	117
2025 Q3	$210K	Buy	+3,181	New	+$202K	0.12%	116
2023 Q4	–	Sell	-5,723	Closed	-$241K	–	91
2023 Q3	$241K	Sell	5,723 -66	-1%	-$2.92K	0.25%	85
2023 Q2	$262K	Buy	5,789 +113	+2%	+$5.12K	0.24%	83
2023 Q1	$253K	Hold	5,676	–	–	0.25%	86
2022 Q4	$259K	Buy	+5,676	New	+$257K	0.26%	84

Other funds holding MO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

STAR Financial Bank's MO Position: Q2 2026 in Review

STAR Financial Bank increased its Altria Group (MO) stake by 3.9% in Q2 2026, buying an estimated $8.72K and bringing the position to 3,351 shares worth $241K. The position accounts for 0.1% of the portfolio, ranked #101.

STAR Financial Bank first reported a position in MO in Q4 2022 and has held it in 7 quarters since. The position peaked at $262K in Q2 2023. 2,568 funds tracked by Wall St. Rank hold MO as of Q2 2026.

STAR Financial Bank held 3,351 shares of Altria Group worth $241K as of Q2 2026.
STAR Financial Bank bought 125 Altria Group shares in Q2 2026, an estimated $8.72K.
Altria Group made up 0.1% of STAR Financial Bank's portfolio in Q2 2026, its #101 holding.
STAR Financial Bank first reported a position in Altria Group in Q4 2022 and has held it in 7 quarters since.
STAR Financial Bank's Altria Group position peaked at $262K in Q2 2023.
2,568 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on STAR Financial Bank's 13F filing for Q2 2026, filed 7 Aug 2026.