Centric Wealth Management
ALL icon

Centric Wealth Management’s Allstate ALL Stock Holding History

Centric Wealth Management’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
Q3 		$273K Buy
+1,076
New +$273K 0.04% 190

Other funds holding ALL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Centric Wealth Management's ALL Position: Q3 2026 in Review

Centric Wealth Management opened a new position in Allstate (ALL) in Q3 2026: 1,076 shares worth $273K. The stake represents 0.04% of the portfolio and ranks #190 among its holdings.

1,537 funds tracked by Wall St. Rank hold ALL as of Q3 2026.

  • Centric Wealth Management held 1,076 shares of Allstate worth $273K as of Q3 2026.
  • Allstate was a new Centric Wealth Management position in Q3 2026.
  • Allstate made up 0.04% of Centric Wealth Management's portfolio in Q3 2026, its #190 holding.
  • 1,537 funds tracked by Wall St. Rank held Allstate as of Q3 2026.

Based on Centric Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.