DWM
ALL icon

Diversify Wealth Management’s Allstate ALL Stock Holding History

Diversify 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 		$2.47M Sell
9,450
-2,252
-19% -$489K 0.04% 341
2026
Q1 		$2.48M Buy
+11,702
New +$2.4M 0.04% 317

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

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

Diversify Wealth Management reduced its Allstate (ALL) stake by 19% in Q2 2026, selling an estimated $489K and leaving 9,450 shares worth $2.47M. The position accounts for 0.04% of the portfolio, ranked #341.

Diversify Wealth Management first reported a position in ALL in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.48M in Q1 2026. 1,744 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Diversify Wealth Management held 9,450 shares of Allstate worth $2.47M as of Q2 2026.
  • Diversify Wealth Management sold 2,252 Allstate shares in Q2 2026, an estimated $489K.
  • Allstate made up 0.04% of Diversify Wealth Management's portfolio in Q2 2026, its #341 holding.
  • Diversify Wealth Management first reported a position in Allstate in Q1 2026 and has held it in 2 quarters since.
  • Diversify Wealth Management's Allstate position peaked at $2.48M in Q1 2026.
  • 1,744 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.