AE Wealth Management’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.17M | Buy |
20,090
+11,144
| +125% | +$2.28M | 0.02% | 464 |
|
|
2025
Q4 | $1.86M | Buy |
8,946
+1,892
| +27% | +$387K | 0.01% | 624 |
|
|
2025
Q3 | $1.51M | Buy |
7,054
+2,766
| +65% | +$558K | 0.01% | 640 |
|
|
2025
Q2 | $863K | Buy |
4,288
+739
| +21% | +$147K | 0.01% | 765 |
|
|
2025
Q1 | $735K | Buy |
3,549
+1,253
| +55% | +$244K | 0.01% | 802 |
|
|
2024
Q4 | $443K | Sell |
2,296
-469
| -17% | -$91K | ﹤0.01% | 944 |
|
|
2024
Q3 | $524K | Sell |
2,765
-2,379
| -46% | -$422K | ﹤0.01% | 877 |
|
|
2024
Q2 | $821K | Buy |
5,144
+3,320
| +182% | +$554K | 0.01% | 752 |
|
|
2024
Q1 | $316K | Sell |
1,824
-38,935
| -96% | -$6.15M | ﹤0.01% | 944 |
|
|
2023
Q4 | $6.46M | Buy |
40,759
+27,396
| +205% | +$3.57M | 0.03% | 519 |
|
|
2023
Q3 | $1.49M | Buy |
13,363
+2,059
| +18% | +$225K | 0.01% | 945 |
|
|
2023
Q2 | $1.23M | Sell |
11,304
-55,588
| -83% | -$6.31M | 0.01% | 1009 |
|
|
2023
Q1 | $7.41M | Sell |
66,892
-24,409
| -27% | -$3.09M | 0.05% | 417 |
|
|
2022
Q4 | $12.4M | Sell |
91,301
-15,582
| -15% | -$2.04M | 0.09% | 266 |
|
|
2022
Q3 | $13.3M | Buy |
106,883
+20,469
| +24% | +$2.54M | 0.11% | 203 |
|
|
2022
Q2 | $11M | Buy |
86,414
+40,042
| +86% | +$5.25M | 0.09% | 256 |
|
|
2022
Q1 | $6.42M | Buy |
46,372
+18,976
| +69% | +$2.38M | 0.04% | 377 |
|
|
2021
Q4 | $3.22M | Buy |
27,396
+5,550
| +25% | +$657K | 0.02% | 543 |
|
|
2021
Q3 | $2.78M | Buy |
21,846
+3,198
| +17% | +$423K | 0.02% | 537 |
|
|
2021
Q2 | $2.43M | Buy |
18,648
+12,524
| +205% | +$1.62M | 0.02% | 573 |
|
|
2021
Q1 | $704K | Buy |
6,124
+342
| +6% | +$37.7K | 0.01% | 886 |
|
|
2020
Q4 | $636K | Sell |
5,782
-2,005
| -26% | -$197K | 0.01% | 879 |
|
|
2020
Q3 | $733K | Buy |
7,787
+76
| +1% | +$7.09K | 0.01% | 727 |
|
|
2020
Q2 | $748K | Buy |
7,711
+3,557
| +86% | +$349K | 0.01% | 717 |
|
|
2020
Q1 | $381K | Buy |
4,154
+38
| +0.9% | +$4.13K | 0.01% | 778 |
|
|
2019
Q4 | $463K | Sell |
4,116
-510
| -11% | -$55.7K | 0.01% | 760 |
|
|
2019
Q3 | $503K | Buy |
4,626
+1,085
| +31% | +$113K | 0.01% | 614 |
|
|
2019
Q2 | $360K | Buy |
3,541
+873
| +33% | +$85.3K | 0.01% | 687 |
|
|
2019
Q1 | $251K | Buy |
+2,668
| New | +$241K | 0.02% | 520 |
|
|
2018
Q4 | – | Sell |
-2,463
| Closed | -$243K | – | 480 |
|
|
2018
Q3 | $243K | Buy |
+2,463
| New | +$240K | 0.01% | 507 |
|
Other funds holding ALL
VCM
VPM
AE Wealth Management's ALL Position: Q1 2026 in Review
AE Wealth Management increased its Allstate (ALL) stake by 125% in Q1 2026, buying an estimated $2.28M and bringing the position to 20,090 shares worth $4.17M. The position accounts for 0.02% of the portfolio, ranked #464.
AE Wealth Management first reported a position in ALL in Q3 2018 and has held it in 30 quarters since. The position peaked at $13.3M in Q3 2022. 1,677 funds tracked by Wall St. Rank hold ALL as of Q1 2026.
- AE Wealth Management held 20,090 shares of Allstate worth $4.17M as of Q1 2026.
- AE Wealth Management bought 11,144 Allstate shares in Q1 2026, an estimated $2.28M.
- Allstate made up 0.02% of AE Wealth Management's portfolio in Q1 2026, its #464 holding.
- AE Wealth Management first reported a position in Allstate in Q3 2018 and has held it in 30 quarters since.
- AE Wealth Management's Allstate position peaked at $13.3M in Q3 2022.
- 1,677 funds tracked by Wall St. Rank held Allstate as of Q1 2026.
Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.