Aprio Wealth Management
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Aprio Wealth Management’s Allstate ALL Stock Holding History

Aprio 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
2026
Q3 		$1.34M Buy
6,046
+455
+8% +$115K 0.06% 197
2026
Q2 		$1.33M Buy
5,591
+438
+8% +$95.2K 0.07% 190
2026
Q1 		$1.07M Buy
5,153
+290
+6% +$59.5K 0.06% 195
2025
Q4 		$1.01M Buy
4,863
+2,999
+161% +$614K 0.06% 194
2025
Q3 		$400K Sell
1,864
-384
-17% -$77.5K 0.04% 267
2025
Q2 		$452K Buy
2,248
+82
+4% +$16.4K 0.05% 207
2025
Q1 		$449K Buy
2,166
+447
+26% +$87.1K 0.06% 194
2024
Q4 		$331K Buy
1,719
+359
+26% +$69.7K 0.05% 193
2024
Q3 		$258K Buy
1,360
+76
+6% +$13.5K 0.04% 221
2024
Q2 		$205K Buy
+1,284
New +$214K 0.04% 237

Other funds holding ALL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Aprio Wealth Management's ALL Position: Q3 2026 in Review

Aprio Wealth Management increased its Allstate (ALL) stake by 8.1% in Q3 2026, buying an estimated $115K and bringing the position to 6,046 shares worth $1.34M. The position accounts for 0.06% of the portfolio, ranked #197.

Aprio Wealth Management first reported a position in ALL in Q2 2024 and has held it in 10 quarters since. 1,173 funds tracked by Wall St. Rank hold ALL as of Q3 2026.

  • Aprio Wealth Management held 6,046 shares of Allstate worth $1.34M as of Q3 2026.
  • Aprio Wealth Management bought 455 Allstate shares in Q3 2026, an estimated $115K.
  • Allstate made up 0.06% of Aprio Wealth Management's portfolio in Q3 2026, its #197 holding.
  • Aprio Wealth Management first reported a position in Allstate in Q2 2024 and has held it in 10 quarters since.
  • 1,173 funds tracked by Wall St. Rank held Allstate as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.