DWM
ALL icon

Dakota Wealth Management’s Allstate ALL Stock Holding History

Dakota 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
Q2 		$13.6M Buy
57,257
+46,970
+457% +$10.2M 0.26% 82
2026
Q1 		$2.14M Sell
10,287
-67
-0.6% -$13.7K 0.05% 276
2025
Q4 		$2.16M Buy
10,354
+260
+3% +$53.2K 0.04% 281
2025
Q3 		$2.17M Sell
10,094
-1,667
-14% -$336K 0.04% 249
2025
Q2 		$2.38M Sell
11,761
-289
-2% -$57.7K 0.05% 239
2025
Q1 		$2.5M Buy
12,050
+668
+6% +$130K 0.06% 232
2024
Q4 		$2.2M Sell
11,382
-583
-5% -$113K 0.05% 247
2024
Q3 		$2.28M Sell
11,965
-553
-4% -$98.2K 0.05% 248
2024
Q2 		$2.01M Sell
12,518
-227
-2% -$37.9K 0.05% 256
2024
Q1 		$2.21M Sell
12,745
-76
-0.6% -$12K 0.06% 249
2023
Q4 		$1.8M Buy
12,821
+23
+0.2% +$3K 0.07% 229
2023
Q3 		$1.43M Buy
12,798
+308
+2% +$33.6K 0.06% 240
2023
Q2 		$1.36M Sell
12,490
-448
-3% -$50.8K 0.06% 217
2023
Q1 		$1.43M Buy
12,938
+94
+0.7% +$11.9K 0.1% 188
2022
Q4 		$1.74M Buy
12,844
+386
+3% +$50.5K 0.12% 165
2022
Q3 		$1.55M Buy
12,458
+10,423
+512% +$1.3M 0.13% 177
2022
Q2 		$258K Buy
2,035
+89
+5% +$11.7K 0.02% 397
2022
Q1 		$270K Buy
+1,946
New +$244K 0.02% 374

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

Dakota Wealth Management's ALL Position: Q2 2026 in Review

Dakota Wealth Management increased its Allstate (ALL) stake by 457% in Q2 2026, buying an estimated $10.2M and bringing the position to 57,257 shares worth $13.6M. The position accounts for 0.26% of the portfolio, ranked #82.

Dakota Wealth Management first reported a position in ALL in Q1 2022 and has held it in 18 quarters since. 1,744 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Dakota Wealth Management held 57,257 shares of Allstate worth $13.6M as of Q2 2026.
  • Dakota Wealth Management bought 46,970 Allstate shares in Q2 2026, an estimated $10.2M.
  • Allstate made up 0.26% of Dakota Wealth Management's portfolio in Q2 2026, its #82 holding.
  • Dakota Wealth Management first reported a position in Allstate in Q1 2022 and has held it in 18 quarters since.
  • 1,744 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.