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Beaumont Financial Advisors’s Allstate ALL Stock Holding History

Beaumont Financial Advisors’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 		$304K Sell
1,276
-26
-2% -$5.65K 0.02% 311
2026
Q1 		$270K Sell
1,302
-347
-21% -$71.1K 0.02% 312
2025
Q4 		$343K Sell
1,649
-85
-5% -$17.4K 0.02% 281
2025
Q3 		$372K Buy
1,734
+194
+13% +$39.1K 0.02% 284
2025
Q2 		$310K Buy
1,540
+5
+0.3% +$998 0.02% 288
2025
Q1 		$318K Buy
1,535
+16
+1% +$3.12K 0.02% 278
2024
Q4 		$293K Buy
1,519
+5
+0.3% +$971 0.02% 297
2024
Q3 		$287K Buy
1,514
+1
+0.1% +$178 0.02% 281
2024
Q2 		$242K Buy
1,513
+30
+2% +$5K 0.02% 316
2024
Q1 		$257K Buy
1,483
+2
+0.1% +$316 0.02% 304
2023
Q4 		$207K Buy
+1,481
New +$193K 0.02% 324
2022
Q4 		– Sell
-3,180
Closed -$396K – 316
2022
Q3 		$396K Sell
3,180
-142
-4% -$17.6K 0.04% 200
2022
Q2 		$421K Sell
3,322
-167
-5% -$21.9K 0.04% 195
2022
Q1 		$483K Sell
3,489
-20
-0.6% -$2.51K 0.04% 212
2021
Q4 		$413K Sell
3,509
-25
-0.7% -$2.96K 0.03% 237
2021
Q3 		$450K Sell
3,534
-184
-5% -$24.3K 0.03% 218
2021
Q2 		$485K Buy
3,718
+366
+11% +$47.3K 0.04% 216
2021
Q1 		$385K Sell
3,352
-67
-2% -$7.38K 0.03% 231
2020
Q4 		$376K Buy
3,419
+212
+7% +$20.8K 0.03% 233
2020
Q3 		$302K Sell
3,207
-25
-0.8% -$2.33K 0.03% 260
2020
Q2 		$313K Buy
+3,232
New +$318K 0.03% 227

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

Beaumont Financial Advisors's ALL Position: Q2 2026 in Review

Beaumont Financial Advisors reduced its Allstate (ALL) stake by 2% in Q2 2026, selling an estimated $5.65K and leaving 1,276 shares worth $304K. The position accounts for 0.02% of the portfolio, ranked #311.

Beaumont Financial Advisors first reported a position in ALL in Q2 2020 and has held it in 21 quarters since. The position peaked at $485K in Q2 2021. 1,744 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Beaumont Financial Advisors held 1,276 shares of Allstate worth $304K as of Q2 2026.
  • Beaumont Financial Advisors sold 26 Allstate shares in Q2 2026, an estimated $5.65K.
  • Allstate made up 0.02% of Beaumont Financial Advisors's portfolio in Q2 2026, its #311 holding.
  • Beaumont Financial Advisors first reported a position in Allstate in Q2 2020 and has held it in 21 quarters since.
  • Beaumont Financial Advisors's Allstate position peaked at $485K in Q2 2021.
  • 1,744 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.