AC
ALL icon

Apella Capital’s Allstate ALL Stock Holding History

Apella Capital’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 		$1.29M Buy
5,142
+40
+0.8% +$8.69K 0.02% 329
2026
Q1 		$1.1M Buy
5,102
+395
+8% +$81K 0.02% 344
2025
Q4 		$980K Buy
4,707
+1,162
+33% +$238K 0.02% 279
2025
Q3 		$691K Buy
3,545
+39
+1% +$7.87K 0.02% 288
2025
Q2 		$682K Sell
3,506
-42
-1% -$8.38K 0.02% 261
2025
Q1 		$685K Buy
3,548
+317
+10% +$61.7K 0.02% 227
2024
Q4 		$623K Buy
3,231
+60
+2% +$11.6K 0.02% 208
2024
Q3 		$603K Buy
3,171
+12
+0.4% +$2.13K 0.02% 201
2024
Q2 		$501K Hold
3,159
– – 0.02% 205
2024
Q1 		$532K Hold
3,159
– – 0.03% 187
2023
Q4 		$469K Buy
3,159
+47
+2% +$6.13K 0.03% 190
2023
Q3 		$347K Sell
3,112
-32
-1% -$3.49K 0.02% 200
2023
Q2 		$343K Buy
+3,144
New +$357K 0.02% 198
2022
Q4 		$426K Buy
3,141
+117
+4% +$15.3K 0.04% 162
2022
Q3 		$377K Sell
3,024
-2,490
-45% -$309K 0.04% 156
2022
Q2 		$699K Buy
5,514
+2,523
+84% +$331K 0.08% 114
2022
Q1 		$414K Buy
+2,991
New +$375K 0.06% 141

Other funds holding ALL

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Apella Capital's ALL Position: Q2 2026 in Review

Apella Capital increased its Allstate (ALL) stake by 0.78% in Q2 2026, buying an estimated $8.69K and bringing the position to 5,142 shares worth $1.29M. The position accounts for 0.02% of the portfolio, ranked #329.

Apella Capital first reported a position in ALL in Q1 2022 and has held it in 17 quarters since. 309 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Apella Capital held 5,142 shares of Allstate worth $1.29M as of Q2 2026.
  • Apella Capital bought 40 Allstate shares in Q2 2026, an estimated $8.69K.
  • Allstate made up 0.02% of Apella Capital's portfolio in Q2 2026, its #329 holding.
  • Apella Capital first reported a position in Allstate in Q1 2022 and has held it in 17 quarters since.
  • 309 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.