Patriot Financial Group Insurance Agency, LLC
InsurancePosition in MO — Altria Group, Inc.
CIK 1694883
Westborough, MA
Position in MO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,994,310
-$1,524,936 QoQ
Shares Held
27,718
-48.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#764
of 2,535 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Patriot Financial Group Insurance Agency, LLC holds $10,282,882 across 2 Tobacco names. MO ranks #2 (19.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
45,816 | $8,288,572 | |
| 2 | MO |
Altria Group, Inc.
This page
|
27,718 | $1,994,310 |
All Filings in MO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,994,310 | 27,718 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $3,519,246 | 53,330 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,650,863 | 28,631 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,194,959 | 18,089 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,252,160 | 21,357 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,666,875 | 27,772 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,650,220 | 31,559 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,565,090 | 30,664 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,396,426 | 30,657 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,359,373 | 31,164 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,163,607 | 28,845 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $1,144,895 | 27,227 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,121,718 | 24,762 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,037,548 | 23,253 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $970,103 | 21,223 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $841,276 | 20,834 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $836,736 | 20,032 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $749,056 | 14,336 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $735,824 | 15,527 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $625,535 | 13,742 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $507,076 | 10,635 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $391,322 | 7,649 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $302,990 | 7,390 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $337,945 | 8,746 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $342,574 | 8,728 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $379,816 | 9,822 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||