Position in MO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$669,710
+$55,476 QoQ
Shares Held
9,308
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,311
of 2,535 holders
Holding Since
Dec 2024
7 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, 2026BankPlus Trust Department holds $984,583 across 3 Tobacco names. MO ranks #1 (68.0% of the industry book) .
All Filings in MO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $669,710 | 9,308 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $614,234 | 9,308 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $276,018 | 4,787 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $316,229 | 4,787 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $10,729 | 183 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $10,983 | 183 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $9,569 | 183 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||