Annex Advisory Services
ALL icon

Annex Advisory Services’s Allstate ALL Stock Holding History

Annex Advisory Services’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 		$369K Buy
1,665
+13
+0.8% +$3.3K 0.01% 299
2026
Q2 		$393K Sell
1,652
-1,422
-46% -$309K 0.01% 278
2026
Q1 		$637K Sell
3,074
-311
-9% -$63.8K 0.01% 223
2025
Q4 		$705K Sell
3,385
-174
-5% -$35.6K 0.01% 210
2025
Q3 		$764K Sell
3,559
-430
-11% -$86.8K 0.02% 180
2025
Q2 		$803K Sell
3,989
-313
-7% -$62.4K 0.02% 176
2025
Q1 		$891K Sell
4,302
-392
-8% -$76.3K 0.03% 170
2024
Q4 		$905K Buy
4,694
+329
+8% +$63.9K 0.03% 170
2024
Q3 		$828K Sell
4,365
-95
-2% -$16.9K 0.03% 160
2024
Q2 		$712K Sell
4,460
-1,077
-19% -$180K 0.03% 155
2024
Q1 		$958K Buy
5,537
+2,983
+117% +$471K 0.03% 131
2023
Q4 		$358K Sell
2,554
-2,146
-46% -$280K 0.01% 195
2023
Q3 		$524K Sell
4,700
-47,090
-91% -$5.14M 0.03% 150
2023
Q2 		$5.65M Buy
51,790
+4,312
+9% +$489K 0.31% 61
2023
Q1 		$5.26M Sell
47,478
-1,008
-2% -$127K 0.28% 54
2022
Q4 		$6.57M Buy
48,486
+223
+0.5% +$29.2K 0.37% 44
2022
Q3 		$6.01M Sell
48,263
-45,395
-48% -$5.64M 0.41% 44
2022
Q2 		$11.9M Sell
93,658
-8,245
-8% -$1.08M 0.86% 21
2022
Q1 		$14.1M Buy
101,903
+8,384
+9% +$1.05M 1.03% 16
2021
Q4 		$11M Buy
93,519
+45,810
+96% +$5.42M 0.75% 20
2021
Q3 		$6.07M Buy
47,709
+2,163
+5% +$286K 0.5% 29
2021
Q2 		$5.94M Buy
45,546
+2,373
+5% +$307K 0.48% 29
2021
Q1 		$4.96M Buy
43,173
+802
+2% +$88.4K 0.48% 32
2020
Q4 		$4.66M Buy
+42,371
New +$4.16M 0.46% 30
2020
Q3 		– Sell
-2,121
Closed -$206K – 138
2020
Q2 		$206K Buy
+2,121
New +$208K 0.03% 117

Other funds holding ALL

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Annex Advisory Services's ALL Position: Q3 2026 in Review

Annex Advisory Services increased its Allstate (ALL) stake by 0.79% in Q3 2026, buying an estimated $3.3K and bringing the position to 1,665 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #299.

Annex Advisory Services first reported a position in ALL in Q2 2020 and has held it in 25 quarters since. The position peaked at $14.1M in Q1 2022. 419 funds tracked by Wall St. Rank hold ALL as of Q3 2026.

  • Annex Advisory Services held 1,665 shares of Allstate worth $369K as of Q3 2026.
  • Annex Advisory Services bought 13 Allstate shares in Q3 2026, an estimated $3.3K.
  • Allstate made up 0.01% of Annex Advisory Services's portfolio in Q3 2026, its #299 holding.
  • Annex Advisory Services first reported a position in Allstate in Q2 2020 and has held it in 25 quarters since.
  • Annex Advisory Services's Allstate position peaked at $14.1M in Q1 2022.
  • 419 funds tracked by Wall St. Rank held Allstate as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.