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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

STAR Financial Bank's MO Position: Q1 2026 in Review

STAR Financial Bank opened a new position in Altria Group (MO) in Q1 2026: 3,226 shares worth $213K. The stake represents 0.1% of the portfolio and ranks #98 among its holdings. This is a return to the name: STAR Financial Bank previously reported a position in MO as recently as Q3 2025.

STAR Financial Bank first reported a position in MO in Q4 2022 and has held it in 6 quarters since. The position peaked at $262K in Q2 2023. 2,485 funds tracked by Wall St. Rank hold MO as of Q1 2026.

STAR Financial Bank held 3,226 shares of Altria Group worth $213K as of Q1 2026.
Altria Group was a new STAR Financial Bank position in Q1 2026.
Altria Group made up 0.1% of STAR Financial Bank's portfolio in Q1 2026, its #98 holding.
STAR Financial Bank first reported a position in Altria Group in Q4 2022 and has held it in 6 quarters since.
STAR Financial Bank's Altria Group position peaked at $262K in Q2 2023.
2,485 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on STAR Financial Bank's 13F filing for Q1 2026, filed 8 May 2026.