Accretive Wealth Partners
ALL icon

Accretive Wealth Partners’s Allstate ALL Stock Holding History

Accretive Wealth Partners’s Portfolio ALL Stock Details ALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$322K Hold
1,450
– – 0.07% 135
2026
Q2 		$345K Hold
1,450
– – 0.08% 135
2026
Q1 		$301K Hold
1,450
– – 0.08% 141
2025
Q4 		$302K Hold
1,450
– – 0.09% 126
2025
Q3 		$311K Hold
1,450
– – 0.1% 122
2025
Q2 		$292K Buy
1,450
+60
+4% +$12K 0.1% 124
2025
Q1 		$281K Hold
1,390
– – 0.1% 129
2024
Q4 		$268K Hold
1,390
– – 0.11% 119
2024
Q3 		$264K Sell
1,390
-3
-0.2% -$533 0.11% 121
2024
Q2 		$222K Buy
1,393
+3
+0.2% +$500 0.09% 128
2024
Q1 		$234K Sell
1,390
-45
-3% -$7.1K 0.1% 128
2023
Q4 		$201K Buy
+1,435
New +$187K 0.1% 128

Other funds holding ALL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Accretive Wealth Partners's ALL Position: Q3 2026 in Review

Accretive Wealth Partners held its Allstate (ALL) position steady in Q3 2026 at 1,450 shares worth $322K. The position accounts for 0.07% of the portfolio, ranked #135.

Accretive Wealth Partners first reported a position in ALL in Q4 2023 and has held it in 12 quarters since. The position peaked at $345K in Q2 2026. 1,075 funds tracked by Wall St. Rank hold ALL as of Q3 2026.

  • Accretive Wealth Partners held 1,450 shares of Allstate worth $322K as of Q3 2026.
  • Accretive Wealth Partners left its Allstate share count unchanged in Q3 2026.
  • Allstate made up 0.07% of Accretive Wealth Partners's portfolio in Q3 2026, its #135 holding.
  • Accretive Wealth Partners first reported a position in Allstate in Q4 2023 and has held it in 12 quarters since.
  • Accretive Wealth Partners's Allstate position peaked at $345K in Q2 2026.
  • 1,075 funds tracked by Wall St. Rank held Allstate as of Q3 2026.

Based on Accretive Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.