BFS
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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 $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return