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 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

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

Baker Tilly Wealth Management's ALL Position: Q2 2026 in Review

Baker Tilly Wealth Management opened a new position in Allstate (ALL) in Q2 2026: 1,151 shares worth $274K. The stake represents 0.06% of the portfolio and ranks #234 among its holdings. This is a return to the name: Baker Tilly Wealth Management previously reported a position in ALL as recently as Q1 2021.

Baker Tilly Wealth Management first reported a position in ALL in Q1 2021 and has held it in 2 quarters since. 514 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

Baker Tilly Wealth Management held 1,151 shares of Allstate worth $274K as of Q2 2026.
Allstate was a new Baker Tilly Wealth Management position in Q2 2026.
Allstate made up 0.06% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #234 holding.
Baker Tilly Wealth Management first reported a position in Allstate in Q1 2021 and has held it in 2 quarters since.
514 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.