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Alteri Wealth’s Allstate ALL Stock Holding History

Alteri Wealth’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 		$359K Sell
1,509
-1,116
-43% -$243K 0.1% 211
2026
Q1 		$544K Sell
2,625
-160
-6% -$32.8K 0.18% 148
2025
Q4 		$580K Buy
2,785
+2
+0.1% +$409 0.19% 132
2025
Q3 		$597K Buy
2,783
+109
+4% +$22K 0.21% 123
2025
Q2 		$538K Buy
2,674
+21
+0.8% +$4.19K 0.21% 126
2025
Q1 		$549K Buy
2,653
+101
+4% +$19.7K 0.24% 101
2024
Q4 		$492K Buy
+2,552
New +$495K 0.14% 121

Other funds holding ALL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Alteri Wealth's ALL Position: Q2 2026 in Review

Alteri Wealth reduced its Allstate (ALL) stake by 43% in Q2 2026, selling an estimated $243K and leaving 1,509 shares worth $359K. The position accounts for 0.1% of the portfolio, ranked #211.

Alteri Wealth first reported a position in ALL in Q4 2024 and has held it in 7 quarters since. The position peaked at $597K in Q3 2025. 793 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Alteri Wealth held 1,509 shares of Allstate worth $359K as of Q2 2026.
  • Alteri Wealth sold 1,116 Allstate shares in Q2 2026, an estimated $243K.
  • Allstate made up 0.1% of Alteri Wealth's portfolio in Q2 2026, its #211 holding.
  • Alteri Wealth first reported a position in Allstate in Q4 2024 and has held it in 7 quarters since.
  • Alteri Wealth's Allstate position peaked at $597K in Q3 2025.
  • 793 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.