Patriot Financial Group Insurance Agency, LLC
InsurancePosition in PM — Philip Morris International Inc.
CIK 1694883
Westborough, MA
Position in PM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$8,288,572
-$5,451,843 QoQ
Shares Held
45,816
-44.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.80%
of 13F equity value
Holder Rank
#516
of 2,919 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PM 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. PM ranks #1 (80.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
45,816 | $8,288,572 | |
| 2 | MO |
Altria Group, Inc.
|
27,718 | $1,994,310 |
All Filings in PM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,288,572 | 45,816 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $13,740,415 | 83,104 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $6,449,844 | 40,211 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $5,938,142 | 36,610 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $5,635,102 | 30,940 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $4,643,963 | 29,257 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $3,461,988 | 28,766 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $3,251,699 | 26,785 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,487,246 | 24,546 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,053,662 | 22,415 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,806,806 | 19,205 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $1,587,747 | 17,150 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,496,612 | 15,331 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,291,966 | 13,285 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,057,340 | 10,447 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $789,508 | 9,511 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $893,498 | 9,049 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $822,726 | 8,758 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $775,390 | 8,162 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $691,777 | 7,298 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $678,011 | 6,841 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $456,922 | 5,149 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $317,416 | 3,834 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $318,932 | 4,253 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $276,666 | 3,949 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $280,750 | 3,848 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||