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Atria Wealth Solutions’s Allstate ALL Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$627K Sell
3,130
-1,635
-34% -$326K 0.01% 822
2025
Q1 		$990K Sell
4,765
-5,890
-55% -$1.15M 0.01% 904
2024
Q4 		$2.06M Buy
10,655
+6,215
+140% +$1.21M 0.02% 631
2024
Q3 		$845K Buy
4,440
+2,952
+198% +$524K 0.01% 985
2024
Q2 		$239K Sell
1,488
-1,992
-57% -$332K ﹤0.01% 1649
2024
Q1 		$604K Sell
3,480
-164
-5% -$25.9K 0.01% 1168
2023
Q4 		$512K Sell
3,644
-548
-13% -$71.5K 0.01% 1193
2023
Q3 		$469K Sell
4,192
-1,624
-28% -$177K 0.01% 1162
2023
Q2 		$639K Sell
5,816
-1,981
-25% -$225K 0.01% 1042
2023
Q1 		$869K Sell
7,797
-22,550
-74% -$2.85M 0.01% 848
2022
Q4 		$4.14M Buy
30,347
+168
+0.6% +$22K 0.07% 291
2022
Q3 		$3.78M Sell
30,179
-7,661
-20% -$952K 0.07% 295
2022
Q2 		$4.98M Buy
37,840
+6,829
+22% +$895K 0.09% 236
2022
Q1 		$4.32M Buy
+31,011
New +$3.89M 0.07% 281

Other funds holding ALL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Atria Wealth Solutions's ALL Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Allstate (ALL) stake by 34% in Q2 2025, selling an estimated $326K and leaving 3,130 shares worth $627K. The position accounts for 0.01% of the portfolio, ranked #822.

Atria Wealth Solutions first reported a position in ALL in Q1 2022 and has held it in 14 quarters since. The position peaked at $4.98M in Q2 2022. 1,579 funds tracked by Wall St. Rank hold ALL as of Q2 2025.

  • Atria Wealth Solutions held 3,130 shares of Allstate worth $627K as of Q2 2025.
  • Atria Wealth Solutions sold 1,635 Allstate shares in Q2 2025, an estimated $326K.
  • Allstate made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #822 holding.
  • Atria Wealth Solutions first reported a position in Allstate in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Allstate position peaked at $4.98M in Q2 2022.
  • 1,579 funds tracked by Wall St. Rank held Allstate as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.