AIM
ALL icon

Avity Investment Management’s Allstate ALL Stock Holding History

Avity Investment 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 		$209K Buy
+879
New +$191K 0.01% 116
2025
Q1 		– Sell
-1,229
Closed -$237K – 103
2024
Q4 		$237K Hold
1,229
– – 0.02% 101
2024
Q3 		$233K Sell
1,229
-350
-22% -$62.2K 0.02% 102
2024
Q2 		$252K Hold
1,579
– – 0.02% 96
2024
Q1 		$273K Sell
1,579
-200
-11% -$31.6K 0.02% 95
2023
Q4 		$249K Buy
+1,779
New +$232K 0.02% 92
2023
Q1 		– Sell
-1,779
Closed -$241K – 92
2022
Q4 		$241K Sell
1,779
-200
-10% -$26.2K 0.02% 77
2022
Q3 		$246K Hold
1,979
– – 0.03% 72
2022
Q2 		$251K Hold
1,979
– – 0.03% 75
2022
Q1 		$274K Sell
1,979
-112
-5% -$14.1K 0.02% 77
2021
Q4 		$246K Buy
2,091
+112
+6% +$13.3K 0.02% 82
2021
Q3 		$252K Sell
1,979
-700
-26% -$92.5K 0.02% 78
2021
Q2 		$349K Hold
2,679
– – 0.03% 68
2021
Q1 		$308K Hold
2,679
– – 0.03% 71
2020
Q4 		$295K Buy
+2,679
New +$263K 0.03% 68

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

Avity Investment Management's ALL Position: Q2 2026 in Review

Avity Investment Management opened a new position in Allstate (ALL) in Q2 2026: 879 shares worth $209K. The stake represents 0.01% of the portfolio and ranks #116 among its holdings. This is a return to the name: Avity Investment Management previously reported a position in ALL as recently as Q4 2024.

Avity Investment Management first reported a position in ALL in Q4 2020 and has held it in 15 quarters since. The position peaked at $349K in Q2 2021. 288 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Avity Investment Management held 879 shares of Allstate worth $209K as of Q2 2026.
  • Allstate was a new Avity Investment Management position in Q2 2026.
  • Allstate made up 0.01% of Avity Investment Management's portfolio in Q2 2026, its #116 holding.
  • Avity Investment Management first reported a position in Allstate in Q4 2020 and has held it in 15 quarters since.
  • Avity Investment Management's Allstate position peaked at $349K in Q2 2021.
  • 288 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Avity Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.