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Concord Wealth Partners’s Allstate ALL Stock Holding History

Concord 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 		$14.3K Buy
+60
New +$13K ﹤0.01% 527
2026
Q1 		– Sell
-60
Closed -$12.5K – 226
2025
Q4 		$12.5K Hold
60
– – ﹤0.01% 506
2025
Q3 		$12.9K Sell
60
-16
-21% -$3.23K ﹤0.01% 504
2025
Q2 		$15.3K Sell
76
-34
-31% -$6.78K ﹤0.01% 497
2025
Q1 		$22.8K Sell
110
-109
-50% -$21.2K ﹤0.01% 420
2024
Q4 		$42.2K Sell
219
-25
-10% -$4.85K 0.01% 352
2024
Q3 		$46.2K Sell
244
-15
-6% -$2.66K 0.01% 350
2024
Q2 		$41.3K Sell
259
-23
-8% -$3.84K 0.01% 332
2024
Q1 		$48.8K Sell
282
-812
-74% -$128K 0.01% 354
2023
Q4 		$153K Sell
1,094
-100
-8% -$13K 0.03% 235
2023
Q3 		$133K Sell
1,194
-154
-11% -$16.8K 0.03% 249
2023
Q2 		$147K Buy
1,348
+499
+59% +$56.6K 0.03% 225
2023
Q1 		$94.1K Buy
849
+49
+6% +$6.19K 0.03% 256
2022
Q4 		$108K Buy
+800
New +$105K 0.03% 235
2022
Q3 		– Sell
-880
Closed -$112K – 187
2022
Q2 		$112K Buy
880
+129
+17% +$16.9K 0.03% 243
2022
Q1 		$104K Buy
751
+109
+17% +$13.7K 0.03% 294
2021
Q4 		$76K Buy
642
+487
+314% +$57.6K 0.02% 354
2021
Q3 		$20K Sell
155
-323
-68% -$42.7K 0.01% 372
2021
Q2 		$62K Buy
478
+17
+4% +$2.2K 0.02% 315
2021
Q1 		$53K Buy
461
+420
+1,024% +$46.3K 0.02% 327
2020
Q4 		$5K Buy
+41
New +$4.03K ﹤0.01% 408

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

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

Concord Wealth Partners opened a new position in Allstate (ALL) in Q2 2026: 60 shares worth $14.3K. The stake represents ﹤0.01% of the portfolio and ranks #527 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in ALL as recently as Q4 2025.

Concord Wealth Partners first reported a position in ALL in Q4 2020 and has held it in 21 quarters since. The position peaked at $153K in Q4 2023. 1,738 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Concord Wealth Partners held 60 shares of Allstate worth $14.3K as of Q2 2026.
  • Allstate was a new Concord Wealth Partners position in Q2 2026.
  • Allstate made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #527 holding.
  • Concord Wealth Partners first reported a position in Allstate in Q4 2020 and has held it in 21 quarters since.
  • Concord Wealth Partners's Allstate position peaked at $153K in Q4 2023.
  • 1,738 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.