Texas Capital Bank Wealth Management Services Inc
BankPosition in MO — Altria Group, Inc.
CIK 1802655
Dallas, TX
Position in MO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$707,340
+$16,491 QoQ
Shares Held
9,831
-6.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,277
of 2,535 holders
Holding Since
Sep 2023
7 quarters on record
Voting authority
Sole 9%
Shared 46%
None 45%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Texas Capital Bank Wealth Management Services Inc holds $1,041,661 across 2 Tobacco names. MO ranks #1 (67.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
9,831 | $707,340 | |
| 2 | PM |
Philip Morris International Inc.
|
1,848 | $334,321 |
All Filings in MO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $707,340 | 9,831 | Shares | Other | 2026-08-07 | |
| 2026-03-31 | $690,849 | 10,469 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $271,002 | 4,700 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $315,964 | 4,783 | Shares | Sole | 2025-11-13 | |
| 2024-03-31 | $219,190 | 5,025 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $624,785 | 15,488 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $878,214 | 20,885 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||