BFG
ALL icon

Birch Financial Group’s Allstate ALL Stock Holding History

Birch Financial 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 		$523K Sell
2,200
-52
-2% -$11.3K 0.27% 66
2026
Q1 		$467K Buy
2,252
+648
+40% +$133K 0.27% 74
2025
Q4 		$334K Buy
1,604
+392
+32% +$80.2K 0.19% 95
2025
Q3 		$260K Buy
1,212
+113
+10% +$22.8K 0.15% 98
2025
Q2 		$221K Buy
+1,099
New +$219K 0.18% 101

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

Birch Financial Group's ALL Position: Q2 2026 in Review

Birch Financial Group reduced its Allstate (ALL) stake by 2.3% in Q2 2026, selling an estimated $11.3K and leaving 2,200 shares worth $523K. The position accounts for 0.27% of the portfolio, ranked #66.

Birch Financial Group 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.

  • Birch Financial Group held 2,200 shares of Allstate worth $523K as of Q2 2026.
  • Birch Financial Group sold 52 Allstate shares in Q2 2026, an estimated $11.3K.
  • Allstate made up 0.27% of Birch Financial Group's portfolio in Q2 2026, its #66 holding.
  • Birch Financial Group 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 Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.