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Allium Financial Advisors’s Allstate ALL Stock Holding History

Allium Financial Advisors’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 		$291K Buy
1,221
+7
+0.6% +$1.52K 0.19% 61
2026
Q1 		$252K Buy
1,214
+6
+0.5% +$1.23K 0.2% 66
2025
Q4 		$251K Sell
1,208
-5
-0.4% -$1.02K 0.2% 65
2025
Q3 		$260K Sell
1,213
-1
-0.1% -$202 0.22% 65
2025
Q2 		$244K Hold
1,214
– – 0.21% 72
2025
Q1 		$251K Buy
+1,214
New +$236K 0.23% 64

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

Allium Financial Advisors's ALL Position: Q2 2026 in Review

Allium Financial Advisors increased its Allstate (ALL) stake by 0.58% in Q2 2026, buying an estimated $1.52K and bringing the position to 1,221 shares worth $291K. The position accounts for 0.19% of the portfolio, ranked #61.

Allium Financial Advisors first reported a position in ALL in Q1 2025 and has held it in 6 quarters since. 1,751 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Allium Financial Advisors held 1,221 shares of Allstate worth $291K as of Q2 2026.
  • Allium Financial Advisors bought 7 Allstate shares in Q2 2026, an estimated $1.52K.
  • Allstate made up 0.19% of Allium Financial Advisors's portfolio in Q2 2026, its #61 holding.
  • Allium Financial Advisors first reported a position in Allstate in Q1 2025 and has held it in 6 quarters since.
  • 1,751 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Allium Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.