Curated Wealth Partners’s Allstate ALL Stock Holding History

Curated 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	$612K	Buy	+445,796	New	+$96.9M	0.08%	230
2024 Q4	–	Sell	-4,515	Closed	-$856K	–	143
2024 Q3	$856K	Sell	4,515 -2,318	-34%	-$412K	0.11%	58
2024 Q2	$1.09M	Buy	+6,833	New	+$1.14M	0.15%	41
2024 Q1	–	Sell	-7,076	Closed	-$1.12M	–	149
2023 Q4	$991K	Sell	7,076 -232	-3%	-$30.3K	0.16%	43
2023 Q3	$814K	Buy	+7,308	New	+$797K	0.15%	48

Other funds holding ALL

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 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

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

Curated Wealth Partners opened a new position in Allstate (ALL) in Q2 2026: 445,796 shares worth $612K. The stake represents 0.08% of the portfolio and ranks #230 among its holdings. This is a return to the name: Curated Wealth Partners previously reported a position in ALL as recently as Q3 2024.

Curated Wealth Partners first reported a position in ALL in Q3 2023 and has held it in 5 quarters since. The position peaked at $1.09M in Q2 2024. 415 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

Curated Wealth Partners held 445,796 shares of Allstate worth $612K as of Q2 2026.
Allstate was a new Curated Wealth Partners position in Q2 2026.
Allstate made up 0.08% of Curated Wealth Partners's portfolio in Q2 2026, its #230 holding.
Curated Wealth Partners first reported a position in Allstate in Q3 2023 and has held it in 5 quarters since.
Curated Wealth Partners's Allstate position peaked at $1.09M in Q2 2024.
415 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

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