CWMK
ALL icon

Caliber Wealth Management (Kansas)’s Allstate ALL Stock Holding History

Caliber Wealth Management (Kansas)’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 		$2.33M Sell
9,777
-412
-4% -$89.5K 0.22% 85
2026
Q1 		$2.11M Buy
10,189
+1,079
+12% +$221K 0.23% 83
2025
Q4 		$1.9M Buy
9,110
+259
+3% +$53K 0.2% 95
2025
Q3 		$1.9M Sell
8,851
-165
-2% -$33.3K 0.21% 93
2025
Q2 		$1.81M Sell
9,016
-239
-3% -$47.7K 0.2% 101
2025
Q1 		$1.92M Buy
+9,255
New +$1.8M 0.26% 90

Other funds holding ALL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s ALL Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its Allstate (ALL) stake by 4% in Q2 2026, selling an estimated $89.5K and leaving 9,777 shares worth $2.33M. The position accounts for 0.22% of the portfolio, ranked #85.

Caliber Wealth Management (Kansas) first reported a position in ALL in Q1 2025 and has held it in 6 quarters since. 645 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 9,777 shares of Allstate worth $2.33M as of Q2 2026.
  • Caliber Wealth Management (Kansas) sold 412 Allstate shares in Q2 2026, an estimated $89.5K.
  • Allstate made up 0.22% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #85 holding.
  • Caliber Wealth Management (Kansas) first reported a position in Allstate in Q1 2025 and has held it in 6 quarters since.
  • 645 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.