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BSW Wealth Partners’s Allstate ALL Stock Holding History

BSW Wealth Partners’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 		$728K Buy
3,062
+262
+9% +$56.9K 0.08% 135
2026
Q1 		$580K Buy
2,800
+33
+1% +$6.76K 0.07% 162
2025
Q4 		$576K Sell
2,767
-201
-7% -$41.1K 0.07% 163
2025
Q3 		$637K Sell
2,968
-2
-0.1% -$404 0.08% 143
2025
Q2 		$598K Sell
2,970
-15
-0.5% -$2.99K 0.08% 138
2025
Q1 		$618K Buy
2,985
+19
+0.6% +$3.7K 0.09% 132
2024
Q4 		$572K Sell
2,966
-11
-0.4% -$2.13K 0.08% 138
2024
Q3 		$565K Sell
2,977
-1
-0% -$178 0.08% 138
2024
Q2 		$475K Buy
2,978
+13
+0.4% +$2.17K 0.08% 140
2024
Q1 		$513K Sell
2,965
-2
-0.1% -$316 0.09% 135
2023
Q4 		$415K Buy
2,967
+9
+0.3% +$1.17K 0.08% 143
2023
Q3 		$330K Sell
2,958
-28
-0.9% -$3.06K 0.07% 159
2023
Q2 		$326K Sell
2,986
-53
-2% -$6.01K 0.07% 171
2023
Q1 		$337K Buy
3,039
+74
+2% +$9.36K 0.07% 202
2022
Q4 		$402K Hold
2,965
– – 0.09% 165
2022
Q3 		$369K Sell
2,965
-48
-2% -$5.96K 0.09% 147
2022
Q2 		$382K Buy
3,013
+38
+1% +$4.98K 0.09% 152
2022
Q1 		$412K Sell
2,975
-24
-0.8% -$3.01K 0.1% 153
2021
Q4 		$353K Hold
2,999
– – 0.09% 171
2021
Q3 		$382K Buy
2,999
+12
+0.4% +$1.59K 0.11% 135
2021
Q2 		$390K Hold
2,987
– – 0.11% 126
2021
Q1 		$343K Sell
2,987
-93
-3% -$10.2K 0.1% 126
2020
Q4 		$339K Buy
3,080
+75
+2% +$7.37K 0.1% 112
2020
Q3 		$283K Sell
3,005
-26
-0.9% -$2.43K 0.11% 106
2020
Q2 		$294K Hold
3,031
– – 0.1% 106
2020
Q1 		$278K Buy
3,031
+1,001
+49% +$109K 0.12% 86
2019
Q4 		$228K Buy
+2,030
New +$222K 0.08% 114
2019
Q3 		– Sell
-2,030
Closed -$206K – 147
2019
Q2 		$206K Buy
+2,030
New +$198K 0.08% 97
2018
Q4 		– Sell
-2,130
Closed -$210K – 99
2018
Q3 		$210K Buy
+2,130
New +$208K 0.08% 129
2018
Q2 		– Sell
-2,130
Closed -$202K – 96
2018
Q1 		$202K Buy
2,130
+217
+11% +$21K 0.09% 79
2017
Q4 		$200K Buy
+1,913
New +$188K 0.08% 83

Other funds holding ALL

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

BSW Wealth Partners's ALL Position: Q2 2026 in Review

BSW Wealth Partners increased its Allstate (ALL) stake by 9.4% in Q2 2026, buying an estimated $56.9K and bringing the position to 3,062 shares worth $728K. The position accounts for 0.08% of the portfolio, ranked #135.

BSW Wealth Partners first reported a position in ALL in Q4 2017 and has held it in 31 quarters since. 265 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • BSW Wealth Partners held 3,062 shares of Allstate worth $728K as of Q2 2026.
  • BSW Wealth Partners bought 262 Allstate shares in Q2 2026, an estimated $56.9K.
  • Allstate made up 0.08% of BSW Wealth Partners's portfolio in Q2 2026, its #135 holding.
  • BSW Wealth Partners first reported a position in Allstate in Q4 2017 and has held it in 31 quarters since.
  • 265 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.