Allen Wealth Management
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
Q3 		– Sell
-904
Closed -$215K – 53
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

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

Allen Wealth Management's ALL Position: Q3 2026 in Review

Allen Wealth Management sold out of Allstate (ALL) in Q3 2026, closing a stake of 904 shares — an estimated $215K sold.

Allen Wealth Management first reported a position in ALL in Q4 2023 and held it in 10 quarters. The position peaked at $300K in Q1 2025. 999 funds tracked by Wall St. Rank hold ALL as of Q3 2026.

  • Allen Wealth Management reported no remaining Allstate position as of Q3 2026 after selling out during the quarter.
  • Allen Wealth Management sold 904 Allstate shares in Q3 2026, an estimated $215K.
  • Allen Wealth Management first reported a position in Allstate in Q4 2023 and held it in 10 quarters.
  • Allen Wealth Management's Allstate position peaked at $300K in Q1 2025.
  • 999 funds tracked by Wall St. Rank held Allstate as of Q3 2026.

Based on Allen Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.