AWM
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Accurate Wealth Management’s Allstate ALL Stock Holding History

Accurate Wealth Management’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
Q2 		– Sell
-6,985
Closed -$1.47M – 580
2026
Q1 		$1.47M Sell
6,985
-3,100
-31% -$636K 0.18% 130
2025
Q4 		$2.14M Sell
10,085
-2,832
-22% -$580K 0.27% 85
2025
Q3 		$2.71M Sell
12,917
-46
-0.4% -$9.28K 0.36% 65
2025
Q2 		$2.52M Buy
+12,963
New +$2.59M 0.39% 63
2023
Q1 		– Sell
-191
Closed -$27K – 288
2022
Q4 		$27K Buy
+191
New +$25K 0.01% 599

Other funds holding ALL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Accurate Wealth Management's ALL Position: Q2 2026 in Review

Accurate Wealth Management sold out of Allstate (ALL) in Q2 2026, closing a stake of 6,985 shares — an estimated $1.47M sold.

Accurate Wealth Management first reported a position in ALL in Q4 2022 and held it in 5 quarters. The position peaked at $2.71M in Q3 2025. 626 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Accurate Wealth Management reported no remaining Allstate position as of Q2 2026 after selling out during the quarter.
  • Accurate Wealth Management sold 6,985 Allstate shares in Q2 2026, an estimated $1.47M.
  • Accurate Wealth Management first reported a position in Allstate in Q4 2022 and held it in 5 quarters.
  • Accurate Wealth Management's Allstate position peaked at $2.71M in Q3 2025.
  • 626 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.