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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barnes Wealth Management Group's ALL Position: Q1 2026 in Review

Barnes Wealth Management Group increased its Allstate (ALL) stake by 2.3% in Q1 2026, buying an estimated $4.92K and bringing the position to 1,075 shares worth $223K. The position accounts for 0.11% of the portfolio, ranked #174.

Barnes Wealth Management Group first reported a position in ALL in Q1 2025 and has held it in 5 quarters since. The position peaked at $227K in Q3 2025. 1,677 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

  • Barnes Wealth Management Group held 1,075 shares of Allstate worth $223K as of Q1 2026.
  • Barnes Wealth Management Group bought 24 Allstate shares in Q1 2026, an estimated $4.92K.
  • Allstate made up 0.11% of Barnes Wealth Management Group's portfolio in Q1 2026, its #174 holding.
  • Barnes Wealth Management Group first reported a position in Allstate in Q1 2025 and has held it in 5 quarters since.
  • Barnes Wealth Management Group's Allstate position peaked at $227K in Q3 2025.
  • 1,677 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Barnes Wealth Management Group's 13F filing for Q1 2026, filed 18 May 2026.