Baker Tilly Wealth Management
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Baker Tilly Wealth Management’s Allstate ALL Stock Holding History

Baker Tilly 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
Q3 		– Sell
-1,151
Closed -$274K – 288
2026
Q2 		$274K Buy
+1,151
New +$250K 0.06% 234
2021
Q2 		– Sell
-2,153
Closed -$247K – 492
2021
Q1 		$247K Buy
+2,153
New +$237K 0.05% 408

Other funds holding ALL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Baker Tilly Wealth Management's ALL Position: Q3 2026 in Review

Baker Tilly Wealth Management sold out of Allstate (ALL) in Q3 2026, closing a stake of 1,151 shares — an estimated $274K sold.

Baker Tilly Wealth Management first reported a position in ALL in Q1 2021 and held it in 2 quarters. The position peaked at $274K in Q2 2026. 889 funds tracked by Wall St. Rank hold ALL as of Q3 2026.

  • Baker Tilly Wealth Management reported no remaining Allstate position as of Q3 2026 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 1,151 Allstate shares in Q3 2026, an estimated $274K.
  • Baker Tilly Wealth Management first reported a position in Allstate in Q1 2021 and held it in 2 quarters.
  • Baker Tilly Wealth Management's Allstate position peaked at $274K in Q2 2026.
  • 889 funds tracked by Wall St. Rank held Allstate as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.