AWM
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AllSquare Wealth Management’s Allstate ALL Stock Holding History

AllSquare 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
2025
Q3 		$71.9K Buy
+335
New +$67.6K 0.04% 196
2023
Q1 		– Sell
-411
Closed -$55.7K – 559
2022
Q4 		$55.7K Hold
411
– – 0.04% 187
2022
Q3 		$51K Hold
411
– – 0.04% 182
2022
Q2 		$52K Hold
411
– – 0.04% 188
2022
Q1 		$57K Buy
+411
New +$51.6K 0.03% 209

Other funds holding ALL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllSquare Wealth Management's ALL Position: Q3 2025 in Review

AllSquare Wealth Management opened a new position in Allstate (ALL) in Q3 2025: 335 shares worth $71.9K. The stake represents 0.04% of the portfolio and ranks #196 among its holdings. This is a return to the name: AllSquare Wealth Management previously reported a position in ALL as recently as Q4 2022.

AllSquare Wealth Management first reported a position in ALL in Q1 2022 and has held it in 5 quarters since. 1,619 funds tracked by Wall St. Rank hold ALL as of Q3 2025.

  • AllSquare Wealth Management held 335 shares of Allstate worth $71.9K as of Q3 2025.
  • Allstate was a new AllSquare Wealth Management position in Q3 2025.
  • Allstate made up 0.04% of AllSquare Wealth Management's portfolio in Q3 2025, its #196 holding.
  • AllSquare Wealth Management first reported a position in Allstate in Q1 2022 and has held it in 5 quarters since.
  • 1,619 funds tracked by Wall St. Rank held Allstate as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.