Axxcess Wealth Management’s Allstate ALL Stock Holding History

Axxcess 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 Q2	$4M	Buy	+16,822	New	+$3.66M	0.06%	264
2026 Q1	–	Sell	-20,166	Closed	-$4.2M	–	398
2025 Q4	$4.2M	Buy	20,166 +15,975	+381%	+$3.27M	0.07%	240
2025 Q3	$900K	Sell	4,191 -232	-5%	-$46.8K	0.02%	469
2025 Q2	$890K	Sell	4,423 -1	-0%	-$200	0.02%	455
2025 Q1	$916K	Buy	4,424 +21	+0.5%	+$4.09K	0.02%	416
2024 Q4	$849K	Buy	4,403 +92	+2%	+$17.9K	0.02%	434
2024 Q3	$818K	Sell	4,311 -46	-1%	-$8.17K	0.02%	433
2024 Q2	$696K	Buy	4,357 +2,356	+118%	+$393K	0.02%	455
2024 Q1	$346K	Sell	2,001 -44	-2%	-$6.95K	0.01%	630
2023 Q4	$286K	Buy	+2,045	New	+$267K	0.01%	657

Other funds holding ALL

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Axxcess Wealth Management's ALL Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Allstate (ALL) in Q2 2026: 16,822 shares worth $4M. The stake represents 0.06% of the portfolio and ranks #264 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in ALL as recently as Q4 2025.

Axxcess Wealth Management first reported a position in ALL in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.2M in Q4 2025. 1,009 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

Axxcess Wealth Management held 16,822 shares of Allstate worth $4M as of Q2 2026.
Allstate was a new Axxcess Wealth Management position in Q2 2026.
Allstate made up 0.06% of Axxcess Wealth Management's portfolio in Q2 2026, its #264 holding.
Axxcess Wealth Management first reported a position in Allstate in Q4 2023 and has held it in 10 quarters since.
Axxcess Wealth Management's Allstate position peaked at $4.2M in Q4 2025.
1,009 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.