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Dynasty Wealth Management’s Allstate ALL Stock Holding History

Dynasty 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 		$1.82M Buy
7,629
+3,566
+88% +$775K 0.01% 140
2026
Q1 		$842K Sell
4,063
-5,784
-59% -$1.19M 0.01% 191
2025
Q4 		$2.05M Sell
9,847
-1,170
-11% -$240K 0.02% 132
2025
Q3 		$2.36M Buy
+11,017
New +$2.22M 0.03% 104

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

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

Dynasty Wealth Management increased its Allstate (ALL) stake by 88% in Q2 2026, buying an estimated $775K and bringing the position to 7,629 shares worth $1.82M. The position accounts for 0.01% of the portfolio, ranked #140.

Dynasty Wealth Management first reported a position in ALL in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.36M in Q3 2025. 1,751 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Dynasty Wealth Management held 7,629 shares of Allstate worth $1.82M as of Q2 2026.
  • Dynasty Wealth Management bought 3,566 Allstate shares in Q2 2026, an estimated $775K.
  • Allstate made up 0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #140 holding.
  • Dynasty Wealth Management first reported a position in Allstate in Q3 2025 and has held it in 4 quarters since.
  • Dynasty Wealth Management's Allstate position peaked at $2.36M in Q3 2025.
  • 1,751 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

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