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Barnes Wealth Management Group’s Allstate ALL Stock Holding History

Barnes Wealth Management Group’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 		$251K Sell
1,053
-22
-2% -$4.78K 0.12% 164
2026
Q1 		$223K Buy
1,075
+24
+2% +$4.92K 0.11% 174
2025
Q4 		$219K Sell
1,051
-5
-0.5% -$1.02K 0.12% 168
2025
Q3 		$227K Buy
1,056
+16
+2% +$3.23K 0.12% 160
2025
Q2 		$209K Sell
1,040
-7
-0.7% -$1.4K 0.12% 157
2025
Q1 		$217K Buy
+1,047
New +$204K 0.14% 136

Other funds holding ALL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Barnes Wealth Management Group's ALL Position: Q2 2026 in Review

Barnes Wealth Management Group reduced its Allstate (ALL) stake by 2% in Q2 2026, selling an estimated $4.78K and leaving 1,053 shares worth $251K. The position accounts for 0.12% of the portfolio, ranked #164.

Barnes Wealth Management Group first reported a position in ALL in Q1 2025 and has held it in 6 quarters since. 1,751 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Barnes Wealth Management Group held 1,053 shares of Allstate worth $251K as of Q2 2026.
  • Barnes Wealth Management Group sold 22 Allstate shares in Q2 2026, an estimated $4.78K.
  • Allstate made up 0.12% of Barnes Wealth Management Group's portfolio in Q2 2026, its #164 holding.
  • Barnes Wealth Management Group first reported a position in Allstate in Q1 2025 and has held it in 6 quarters since.
  • 1,751 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.