Athena Wealth Management
ALL icon

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
Q3 		$1.39M Buy
6,251
+299
+5% +$75.8K 1% 22
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

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AustralianSuper
AustralianSuper Melbourne, Australia $24.4B AUM 44.82% 1-Year Est. Return

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

Athena Wealth Management increased its Allstate (ALL) stake by 5% in Q3 2026, buying an estimated $75.8K and bringing the position to 6,251 shares worth $1.39M. The position accounts for 1% of the portfolio, ranked #22.

Athena Wealth Management first reported a position in ALL in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.42M in Q2 2026. 1,136 funds tracked by Wall St. Rank hold ALL as of Q3 2026.

  • Athena Wealth Management held 6,251 shares of Allstate worth $1.39M as of Q3 2026.
  • Athena Wealth Management bought 299 Allstate shares in Q3 2026, an estimated $75.8K.
  • Allstate made up 1% of Athena Wealth Management's portfolio in Q3 2026, its #22 holding.
  • Athena Wealth Management first reported a position in Allstate in Q1 2026 and has held it in 3 quarters since.
  • Athena Wealth Management's Allstate position peaked at $1.42M in Q2 2026.
  • 1,136 funds tracked by Wall St. Rank held Allstate as of Q3 2026.

Based on Athena Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.