EWP
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Elevation Wealth Partners’s Allstate ALL Stock Holding History

Elevation 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
Q3 		$63.9K Buy
288
+77
+36% +$19.5K 0.02% 312
2026
Q2 		$50.2K Buy
211
+168
+391% +$36.5K 0.02% 301
2026
Q1 		$8.92K Buy
43
+11
+34% +$2.25K ﹤0.01% 538
2025
Q4 		$6.66K Buy
32
+24
+300% +$4.91K ﹤0.01% 565
2025
Q3 		$1.72K Buy
+8
New +$1.61K ﹤0.01% 672

Other funds holding ALL

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return

Elevation Wealth Partners's ALL Position: Q3 2026 in Review

Elevation Wealth Partners increased its Allstate (ALL) stake by 36% in Q3 2026, buying an estimated $19.5K and bringing the position to 288 shares worth $63.9K. The position accounts for 0.02% of the portfolio, ranked #312.

Elevation Wealth Partners first reported a position in ALL in Q3 2025 and has held it in 5 quarters since. 54 funds tracked by Wall St. Rank hold ALL as of Q3 2026.

  • Elevation Wealth Partners held 288 shares of Allstate worth $63.9K as of Q3 2026.
  • Elevation Wealth Partners bought 77 Allstate shares in Q3 2026, an estimated $19.5K.
  • Allstate made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #312 holding.
  • Elevation Wealth Partners first reported a position in Allstate in Q3 2025 and has held it in 5 quarters since.
  • 54 funds tracked by Wall St. Rank held Allstate as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.