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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Elevation Wealth Partners's ALL Position: Q2 2026 in Review

Elevation Wealth Partners increased its Allstate (ALL) stake by 391% in Q2 2026, buying an estimated $36.5K and bringing the position to 211 shares worth $50.2K. The position accounts for 0.02% of the portfolio, ranked #301.

Elevation Wealth Partners first reported a position in ALL in Q3 2025 and has held it in 4 quarters since. 730 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Elevation Wealth Partners held 211 shares of Allstate worth $50.2K as of Q2 2026.
  • Elevation Wealth Partners bought 168 Allstate shares in Q2 2026, an estimated $36.5K.
  • Allstate made up 0.02% of Elevation Wealth Partners's portfolio in Q2 2026, its #301 holding.
  • Elevation Wealth Partners first reported a position in Allstate in Q3 2025 and has held it in 4 quarters since.
  • 730 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.