AWM
ALL icon

Allen Wealth Management’s Allstate ALL Stock Holding History

Allen 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 		$215K Buy
+904
New +$196K 0.1% 58
2026
Q1 		– Sell
-1,031
Closed -$215K – 61
2025
Q4 		$215K Buy
1,031
+70
+7% +$14.3K 0.13% 60
2025
Q3 		$206K Sell
961
-490
-34% -$98.9K 0.14% 57
2025
Q2 		$292K Hold
1,451
– – 0.2% 48
2025
Q1 		$300K Hold
1,451
– – 0.21% 50
2024
Q4 		$280K Hold
1,451
– – 0.2% 51
2024
Q3 		$275K Sell
1,451
-200
-12% -$35.5K 0.19% 54
2024
Q2 		$264K Hold
1,651
– – 0.23% 53
2024
Q1 		$286K Buy
1,651
+19
+1% +$3K 0.25% 49
2023
Q4 		$228K Buy
+1,632
New +$213K 0.22% 51

Other funds holding ALL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Allen Wealth Management opened a new position in Allstate (ALL) in Q2 2026: 904 shares worth $215K. The stake represents 0.1% of the portfolio and ranks #58 among its holdings. This is a return to the name: Allen Wealth Management previously reported a position in ALL as recently as Q4 2025.

Allen Wealth Management first reported a position in ALL in Q4 2023 and has held it in 10 quarters since. The position peaked at $300K in Q1 2025. 1,751 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Allen Wealth Management held 904 shares of Allstate worth $215K as of Q2 2026.
  • Allstate was a new Allen Wealth Management position in Q2 2026.
  • Allstate made up 0.1% of Allen Wealth Management's portfolio in Q2 2026, its #58 holding.
  • Allen Wealth Management first reported a position in Allstate in Q4 2023 and has held it in 10 quarters since.
  • Allen Wealth Management's Allstate position peaked at $300K in Q1 2025.
  • 1,751 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Allen Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.