AWM
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Athena Wealth Management’s Allstate ALL Stock Holding History

Athena 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
Q2 		$1.42M Buy
5,952
+574
+11% +$125K 1.05% 18
2026
Q1 		$1.12M Buy
+5,378
New +$1.1M 0.91% 27

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
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

Athena Wealth Management's ALL Position: Q2 2026 in Review

Athena Wealth Management increased its Allstate (ALL) stake by 11% in Q2 2026, buying an estimated $125K and bringing the position to 5,952 shares worth $1.42M. The position accounts for 1.05% of the portfolio, ranked #18.

Athena Wealth Management first reported a position in ALL in Q1 2026 and has held it in 2 quarters since. 429 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Athena Wealth Management held 5,952 shares of Allstate worth $1.42M as of Q2 2026.
  • Athena Wealth Management bought 574 Allstate shares in Q2 2026, an estimated $125K.
  • Allstate made up 1.05% of Athena Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Athena Wealth Management first reported a position in Allstate in Q1 2026 and has held it in 2 quarters since.
  • 429 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.