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Aventura Private Wealth’s Allstate ALL Stock Holding History

Aventura Private Wealth’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 		$23.6K Buy
+99
New +$21.5K 0.01% 456
2025
Q3 		– Sell
-250
Closed -$50.3K – 811
2025
Q2 		$50.3K Buy
+250
New +$49.9K 0.02% 281

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Aventura Private Wealth's ALL Position: Q2 2026 in Review

Aventura Private Wealth opened a new position in Allstate (ALL) in Q2 2026: 99 shares worth $23.6K. The stake represents 0.01% of the portfolio and ranks #456 among its holdings. This is a return to the name: Aventura Private Wealth previously reported a position in ALL as recently as Q2 2025.

Aventura Private Wealth first reported a position in ALL in Q2 2025 and has held it in 2 quarters since. The position peaked at $50.3K in Q2 2025. 307 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Aventura Private Wealth held 99 shares of Allstate worth $23.6K as of Q2 2026.
  • Allstate was a new Aventura Private Wealth position in Q2 2026.
  • Allstate made up 0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #456 holding.
  • Aventura Private Wealth first reported a position in Allstate in Q2 2025 and has held it in 2 quarters since.
  • Aventura Private Wealth's Allstate position peaked at $50.3K in Q2 2025.
  • 307 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.