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Congress Wealth Management’s Allstate ALL Stock Holding History

Congress 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
2025
Q2 		$36.8M Buy
183,033
+49,689
+37% +$9.91M 0.36% 59
2025
Q1 		$27.6M Sell
133,344
-1,410
-1% -$275K 0.33% 70
2024
Q4 		$26M Sell
134,754
-53,098
-28% -$10.3M 0.36% 69
2024
Q3 		$35.6M Buy
187,852
+37,026
+25% +$6.58M 0.47% 47
2024
Q2 		$24.1M Buy
150,826
+69,204
+85% +$11.5M 0.38% 57
2024
Q1 		$14.1M Sell
81,622
-2,283
-3% -$360K 0.24% 121
2023
Q4 		$11.7M Buy
83,905
+7,084
+9% +$924K 0.22% 136
2023
Q3 		$8.56M Sell
76,821
-8,232
-10% -$898K 0.18% 163
2023
Q2 		$9.27M Buy
85,053
+1,318
+2% +$150K 0.22% 140
2023
Q1 		$9.28M Buy
83,735
+4,281
+5% +$541K 0.22% 138
2022
Q4 		$10.8M Buy
79,454
+2,097
+3% +$274K 0.28% 112
2022
Q3 		$9.63M Buy
77,357
+2,673
+4% +$332K 0.26% 111
2022
Q2 		$9.46M Buy
+74,684
New +$9.78M 0.24% 124

Other funds holding ALL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Congress Wealth Management's ALL Position: Q2 2025 in Review

Congress Wealth Management increased its Allstate (ALL) stake by 37% in Q2 2025, buying an estimated $9.91M and bringing the position to 183,033 shares worth $36.8M. The position accounts for 0.36% of the portfolio, ranked #59.

Congress Wealth Management first reported a position in ALL in Q2 2022 and has held it in 13 quarters since. 1,579 funds tracked by Wall St. Rank hold ALL as of Q2 2025.

  • Congress Wealth Management held 183,033 shares of Allstate worth $36.8M as of Q2 2025.
  • Congress Wealth Management bought 49,689 Allstate shares in Q2 2025, an estimated $9.91M.
  • Allstate made up 0.36% of Congress Wealth Management's portfolio in Q2 2025, its #59 holding.
  • Congress Wealth Management first reported a position in Allstate in Q2 2022 and has held it in 13 quarters since.
  • 1,579 funds tracked by Wall St. Rank held Allstate as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.