Atwood & Palmer’s Allstate ALL Stock Holding History

Atwood & Palmer’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	$35.7K	Hold	150	–	–	﹤0.01%	278
2026 Q1	$31.1K	Hold	150	–	–	﹤0.01%	280
2025 Q4	$31.2K	Hold	150	–	–	﹤0.01%	276
2025 Q3	$32.2K	Hold	150	–	–	﹤0.01%	286
2025 Q2	$30.2K	Hold	150	–	–	﹤0.01%	280
2025 Q1	$31.1K	Sell	150 -50	-25%	-$9.74K	﹤0.01%	260
2024 Q4	$38.6K	Hold	200	–	–	﹤0.01%	239
2024 Q3	$37.9K	Hold	200	–	–	﹤0.01%	240
2024 Q2	$31.9K	Hold	200	–	–	﹤0.01%	256
2024 Q1	$34.6K	Hold	200	–	–	﹤0.01%	236
2023 Q4	$28K	Hold	200	–	–	﹤0.01%	260
2023 Q3	$22.3K	Hold	200	–	–	﹤0.01%	265
2023 Q2	$21.8K	Hold	200	–	–	﹤0.01%	271
2023 Q1	$22.2K	Hold	200	–	–	﹤0.01%	257
2022 Q4	$27.1K	Hold	200	–	–	﹤0.01%	260
2022 Q3	$25K	Hold	200	–	–	﹤0.01%	247
2022 Q2	$25K	Sell	200 -50	-20%	-$6.55K	﹤0.01%	266
2022 Q1	$35K	Hold	250	–	–	﹤0.01%	261
2021 Q4	$29K	Hold	250	–	–	﹤0.01%	280
2021 Q3	$32K	Hold	250	–	–	﹤0.01%	259
2021 Q2	$33K	Sell	250 -175	-41%	-$22.6K	﹤0.01%	251
2021 Q1	$49K	Hold	425	–	–	﹤0.01%	222
2020 Q4	$47K	Hold	425	–	–	0.01%	215
2020 Q3	$40K	Hold	425	–	–	0.01%	206
2020 Q2	$41K	Sell	425 -27	-6%	-$2.65K	0.01%	200
2020 Q1	$41K	Hold	452	–	–	0.01%	193
2019 Q4	$51K	Hold	452	–	–	0.01%	178
2019 Q3	$49K	Hold	452	–	–	0.01%	186
2019 Q2	$46K	Hold	452	–	–	0.01%	181
2019 Q1	$43K	Hold	452	–	–	0.01%	179
2018 Q4	$37K	Sell	452 -2,898	-87%	-$260K	0.01%	181
2018 Q3	$331K	Sell	3,350 -52	-2%	-$5.07K	0.04%	100
2018 Q2	$311K	Buy	3,402 +52	+2%	+$4.94K	0.04%	103
2018 Q1	$318K	Hold	3,350	–	–	0.05%	103
2017 Q4	$351K	Hold	3,350	–	–	0.05%	102
2017 Q3	$308K	Hold	3,350	–	–	0.04%	106
2017 Q2	$296K	Hold	3,350	–	–	0.05%	108
2017 Q1	$273K	Sell	3,350 -2,150	-39%	-$169K	0.04%	104
2016 Q4	$408K	Hold	5,500	–	–	0.07%	81
2016 Q3	$380K	Hold	5,500	–	–	0.07%	83
2016 Q2	$385K	Sell	5,500 -25,172	-82%	-$1.69M	0.07%	84
2016 Q1	$2.07M	Sell	30,672 -150	-0.5%	-$9.42K	0.37%	49
2015 Q4	$1.91M	Hold	30,822	–	–	0.36%	53
2015 Q3	$1.79M	Hold	30,822	–	–	0.35%	55
2015 Q2	$2M	Hold	30,822	–	–	0.36%	54
2015 Q1	$2.19M	Sell	30,822 -2,400	-7%	-$169K	0.39%	52
2014 Q4	$2.33M	Sell	33,222 -1,582	-5%	-$104K	0.44%	48
2014 Q3	$2.14M	Sell	34,804 -2,650	-7%	-$159K	0.4%	51
2014 Q2	$2.2M	Buy	37,454 +3,175	+9%	+$183K	0.59%	46
2014 Q1	$1.94M	Buy	34,279 +125	+0.4%	+$6.71K	0.45%	37
2013 Q4	$1.86M	Hold	34,154	–	–	0.46%	36
2013 Q3	$1.73M	Hold	34,154	–	–	0.48%	36
2013 Q2	$1.64M	Buy	+34,154	New	+$1.66M	0.44%	37

Other funds holding ALL

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

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

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Atwood & Palmer's ALL Position: Q2 2026 in Review

Atwood & Palmer held its Allstate (ALL) position steady in Q2 2026 at 150 shares worth $35.7K. The position accounts for ﹤0.01% of the portfolio, ranked #278.

Atwood & Palmer first reported a position in ALL in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.33M in Q4 2014. 514 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

Atwood & Palmer held 150 shares of Allstate worth $35.7K as of Q2 2026.
Atwood & Palmer left its Allstate share count unchanged in Q2 2026.
Allstate made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #278 holding.
Atwood & Palmer first reported a position in Allstate in Q2 2013 and has held it in 53 quarters since.
Atwood & Palmer's Allstate position peaked at $2.33M in Q4 2014.
514 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.