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Cyndeo Wealth Partners’s Allstate ALL Stock Holding History

Cyndeo 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 		$496K Sell
2,084
-85
-4% -$18.5K 0.02% 352
2026
Q1 		$450K Sell
2,169
-147
-6% -$30.1K 0.02% 340
2025
Q4 		$482K Buy
2,316
+70
+3% +$14.3K 0.03% 321
2025
Q3 		$482K Sell
2,246
-934
-29% -$188K 0.03% 315
2025
Q2 		$640K Sell
3,180
-9
-0.3% -$1.8K 0.04% 280
2025
Q1 		$660K Sell
3,189
-25
-0.8% -$4.87K 0.04% 263
2024
Q4 		$620K Buy
3,214
+227
+8% +$44.1K 0.04% 266
2024
Q3 		$567K Sell
2,987
-33,987
-92% -$6.04M 0.04% 282
2024
Q2 		$5.9M Buy
36,974
+3,355
+10% +$560K 0.46% 62
2024
Q1 		$5.82M Sell
33,619
-1,419
-4% -$224K 0.48% 63
2023
Q4 		$4.9M Buy
+35,038
New +$4.57M 0.45% 69
2023
Q1 		– Sell
-1,777
Closed -$241K – 321
2022
Q4 		$241K Buy
+1,777
New +$232K 0.03% 277

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

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

Cyndeo Wealth Partners reduced its Allstate (ALL) stake by 3.9% in Q2 2026, selling an estimated $18.5K and leaving 2,084 shares worth $496K. The position accounts for 0.02% of the portfolio, ranked #352.

Cyndeo Wealth Partners first reported a position in ALL in Q4 2022 and has held it in 12 quarters since. The position peaked at $5.9M in Q2 2024. 1,744 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Cyndeo Wealth Partners held 2,084 shares of Allstate worth $496K as of Q2 2026.
  • Cyndeo Wealth Partners sold 85 Allstate shares in Q2 2026, an estimated $18.5K.
  • Allstate made up 0.02% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #352 holding.
  • Cyndeo Wealth Partners first reported a position in Allstate in Q4 2022 and has held it in 12 quarters since.
  • Cyndeo Wealth Partners's Allstate position peaked at $5.9M in Q2 2024.
  • 1,744 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.