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Bard Financial Services’s Allstate ALL Stock Holding History

Bard Financial Services’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
2025
Q3 		$1.91M Sell
8,875
-150
-2% -$30.3K 0.21% 91
2025
Q2 		$1.82M Sell
9,025
-400
-4% -$79.8K 0.22% 89
2025
Q1 		$1.95M Sell
9,425
-350
-4% -$68.2K 0.24% 87
2024
Q4 		$1.88M Hold
9,775
– – 0.23% 90
2024
Q3 		$1.85M Sell
9,775
-1,875
-16% -$333K 0.22% 90
2024
Q2 		$1.86M Sell
11,650
-100
-0.9% -$16.7K 0.19% 94
2024
Q1 		$2.03M Hold
11,750
– – 0.22% 92
2023
Q4 		$1.64M Sell
11,750
-1,025
-8% -$134K 0.18% 95
2023
Q3 		$1.42M Sell
12,775
-1,300
-9% -$142K 0.18% 97
2023
Q2 		$1.53M Sell
14,075
-1,150
-8% -$130K 0.12% 135
2023
Q1 		$1.69M Sell
15,225
-1,800
-11% -$228K 0.14% 128
2022
Q4 		$2.31M Sell
17,025
-250
-1% -$32.7K 0.2% 105
2022
Q3 		$2.15M Sell
17,275
-10
-0.1% -$1.24K 0.2% 105
2022
Q2 		$2.19M Buy
17,285
+250
+1% +$32.8K 0.2% 103
2022
Q1 		$2.36M Hold
17,035
– – 0.19% 105
2021
Q4 		$2M Buy
17,035
+125
+0.7% +$14.8K 0.16% 110
2021
Q3 		$2.15M Hold
16,910
– – 0.19% 106
2021
Q2 		$2.21M Buy
16,910
+3,750
+28% +$484K 0.2% 106
2021
Q1 		$1.51M Buy
13,160
+4,500
+52% +$496K 0.15% 116
2020
Q4 		$952K Buy
+8,660
New +$851K 0.1% 138

Other funds holding ALL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bard Financial Services's ALL Position: Q3 2025 in Review

Bard Financial Services reduced its Allstate (ALL) stake by 1.7% in Q3 2025, selling an estimated $30.3K and leaving 8,875 shares worth $1.91M. The position accounts for 0.21% of the portfolio, ranked #91.

Bard Financial Services first reported a position in ALL in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.36M in Q1 2022. 1,624 funds tracked by Wall St. Rank hold ALL as of Q3 2025.

  • Bard Financial Services held 8,875 shares of Allstate worth $1.91M as of Q3 2025.
  • Bard Financial Services sold 150 Allstate shares in Q3 2025, an estimated $30.3K.
  • Allstate made up 0.21% of Bard Financial Services's portfolio in Q3 2025, its #91 holding.
  • Bard Financial Services first reported a position in Allstate in Q4 2020 and has held it in 20 quarters since.
  • Bard Financial Services's Allstate position peaked at $2.36M in Q1 2022.
  • 1,624 funds tracked by Wall St. Rank held Allstate as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.