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Elevated Financial Group’s Allstate ALL Stock Holding History

Elevated Financial Group’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 		$767K Buy
3,223
+1,082
+51% +$235K 0.21% 55
2026
Q1 		$444K Buy
2,141
+98
+5% +$20.1K 0.14% 81
2025
Q4 		$425K Buy
+2,043
New +$418K 0.15% 76

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

Elevated Financial Group's ALL Position: Q2 2026 in Review

Elevated Financial Group increased its Allstate (ALL) stake by 51% in Q2 2026, buying an estimated $235K and bringing the position to 3,223 shares worth $767K. The position accounts for 0.21% of the portfolio, ranked #55.

Elevated Financial Group first reported a position in ALL in Q4 2025 and has held it in 3 quarters since. 1,737 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Elevated Financial Group held 3,223 shares of Allstate worth $767K as of Q2 2026.
  • Elevated Financial Group bought 1,082 Allstate shares in Q2 2026, an estimated $235K.
  • Allstate made up 0.21% of Elevated Financial Group's portfolio in Q2 2026, its #55 holding.
  • Elevated Financial Group first reported a position in Allstate in Q4 2025 and has held it in 3 quarters since.
  • 1,737 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Elevated Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.