Convergence Financial, LLC

Position in MO — Altria Group, Inc.

CIK 2034001 COLUMBIA, MO

Position in MO

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$832,029

+$417,612 QoQ

Shares Held

11,564

+84.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,167

of 2,535 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 50% Shared 0% None 50%

Consumer Defensive · as of Jun 30, 2026

Convergence Financial, LLC holds $1,475,696 across 3 Tobacco names. MO ranks #1 (56.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc. This page	11,564	$832,029
2	BTI	British American Tobacco p.l.c.	5,416	$334,492
3	PM	Philip Morris International Inc.	1,709	$309,175

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$832,029	11,564	+84.1%	Shares	Sole	2026-08-05
2026-03-31	$414,417	6,280	-1.3%	Shares	Sole	2026-05-11
2025-12-31	$366,717	6,360	-0.9%	Shares	Sole	2026-02-11
2025-09-30	$423,907	6,417	+39.2%	Shares	Sole	2025-11-10
2025-06-30	$270,342	4,611	—	Shares	Sole	2025-08-06
No filing history on record for this holder in this stock.