Beacon Investment Advisory Services’s Allstate ALL Stock Holding History

Beacon Investment Advisory 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
2026 Q2	$8.53M	Sell	35,842 -1,549	-4%	-$337K	0.32%	69
2026 Q1	$7.75M	Sell	37,391 -119	-0.3%	-$24.4K	0.32%	75
2025 Q4	$7.81M	Buy	37,510 +1,337	+4%	+$274K	0.32%	72
2025 Q3	$7.76M	Buy	36,173 +8,219	+29%	+$1.66M	0.33%	72
2025 Q2	$5.63M	Buy	+27,954	New	+$5.58M	0.25%	87

Other funds holding ALL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Beacon Investment Advisory Services's ALL Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its Allstate (ALL) stake by 4.1% in Q2 2026, selling an estimated $337K and leaving 35,842 shares worth $8.53M. The position accounts for 0.32% of the portfolio, ranked #69.

Beacon Investment Advisory Services first reported a position in ALL in Q2 2025 and has held it in 5 quarters since. 1,744 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

Beacon Investment Advisory Services held 35,842 shares of Allstate worth $8.53M as of Q2 2026.
Beacon Investment Advisory Services sold 1,549 Allstate shares in Q2 2026, an estimated $337K.
Allstate made up 0.32% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #69 holding.
Beacon Investment Advisory Services first reported a position in Allstate in Q2 2025 and has held it in 5 quarters since.
1,744 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.