SYM Financial Corp
MO icon

SYM Financial Corp’s Altria Group MO Stock Holding History

SYM Financial Corp’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 		$694K Buy
10,308
+2,750
+36% +$191K 0.05% 116
2026
Q2 		$544K Buy
7,558
+334
+5% +$23.3K 0.04% 134
2026
Q1 		$477K Buy
7,224
+109
+2% +$7.01K 0.05% 137
2025
Q4 		$410K Sell
7,115
-1,436
-17% -$86.7K 0.04% 160
2025
Q3 		$565K Sell
8,551
-2,517
-23% -$159K 0.06% 102
2025
Q2 		$649K Buy
11,068
+1,701
+18% +$100K 0.07% 97
2025
Q1 		$562K Sell
9,367
-230
-2% -$12.6K 0.07% 94
2024
Q4 		$502K Sell
9,597
-385
-4% -$20.5K 0.06% 95
2024
Q3 		$509K Buy
9,982
+1,576
+19% +$79.7K 0.07% 71
2024
Q2 		$383K Buy
+8,406
New +$373K 0.06% 75
2018
Q1 		– Sell
-3,191
Closed -$228K – 72
2017
Q4 		$228K Buy
+3,191
New +$214K 0.1% 42

Other funds holding MO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
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

SYM Financial Corp's MO Position: Q3 2026 in Review

SYM Financial Corp increased its Altria Group (MO) stake by 36% in Q3 2026, buying an estimated $191K and bringing the position to 10,308 shares worth $694K. The position accounts for 0.05% of the portfolio, ranked #116.

SYM Financial Corp first reported a position in MO in Q4 2017 and has held it in 11 quarters since. 1,516 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • SYM Financial Corp held 10,308 shares of Altria Group worth $694K as of Q3 2026.
  • SYM Financial Corp bought 2,750 Altria Group shares in Q3 2026, an estimated $191K.
  • Altria Group made up 0.05% of SYM Financial Corp's portfolio in Q3 2026, its #116 holding.
  • SYM Financial Corp first reported a position in Altria Group in Q4 2017 and has held it in 11 quarters since.
  • 1,516 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.