Empirical Wealth Management
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Empirical Wealth Management’s Allstate ALL Stock Holding History

Empirical 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
Q3 		$1.58M Buy
7,104
+1,168
+20% +$296K 0.02% 340
2026
Q2 		$1.41M Buy
5,936
+37
+0.6% +$8.04K 0.02% 332
2026
Q1 		$1.22M Sell
5,899
-4,232
-42% -$868K 0.02% 316
2025
Q4 		$2.11M Buy
10,131
+5
+0% +$1.02K 0.04% 243
2025
Q3 		$2.17M Sell
10,126
-8,190
-45% -$1.65M 0.04% 230
2025
Q2 		$3.69M Buy
18,316
+903
+5% +$180K 0.08% 155
2025
Q1 		$3.61M Buy
17,413
+13,961
+404% +$2.72M 0.09% 155
2024
Q4 		$665K Sell
3,452
-478
-12% -$92.8K 0.02% 339
2024
Q3 		$745K Sell
3,930
-22
-0.6% -$3.91K 0.02% 310
2024
Q2 		$631K Buy
3,952
+60
+2% +$10K 0.02% 315
2024
Q1 		$673K Buy
3,892
+1,781
+84% +$281K 0.02% 296
2023
Q4 		$295K Sell
2,111
-1
-0% -$130 0.01% 401
2023
Q3 		$235K Buy
2,112
+15
+0.7% +$1.64K 0.01% 417
2023
Q2 		$229K Sell
2,097
-3,853
-65% -$437K 0.01% 419
2023
Q1 		$659K Sell
5,950
-475
-7% -$60K 0.03% 284
2022
Q4 		$871K Sell
6,425
-1,007
-14% -$132K 0.04% 227
2022
Q3 		$926K Sell
7,432
-1,911
-20% -$237K 0.05% 205
2022
Q2 		$1.18M Sell
9,343
-20,049
-68% -$2.63M 0.06% 180
2022
Q1 		$4.07M Buy
29,392
+13,250
+82% +$1.66M 0.2% 80
2021
Q4 		$1.9M Buy
16,142
+8,011
+99% +$948K 0.09% 137
2021
Q3 		$1.04M Buy
8,131
+3,484
+75% +$460K 0.06% 185
2021
Q2 		$606K Sell
4,647
-164
-3% -$21.2K 0.04% 264
2021
Q1 		$553K Sell
4,811
-2,903
-38% -$320K 0.04% 238
2020
Q4 		$848K Buy
7,714
+5,456
+242% +$536K 0.06% 170
2020
Q3 		$213K Sell
2,258
-2,816
-55% -$263K 0.02% 320
2020
Q2 		$492K Buy
5,074
+1,228
+32% +$121K 0.05% 213
2020
Q1 		$353K Buy
3,846
+2,020
+111% +$220K 0.04% 229
2019
Q4 		$205K Buy
+1,826
New +$199K 0.02% 312

Other funds holding ALL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Empirical Wealth Management's ALL Position: Q3 2026 in Review

Empirical Wealth Management increased its Allstate (ALL) stake by 20% in Q3 2026, buying an estimated $296K and bringing the position to 7,104 shares worth $1.58M. The position accounts for 0.02% of the portfolio, ranked #340.

Empirical Wealth Management first reported a position in ALL in Q4 2019 and has held it in 28 quarters since. The position peaked at $4.07M in Q1 2022. 1,537 funds tracked by Wall St. Rank hold ALL as of Q3 2026.

  • Empirical Wealth Management held 7,104 shares of Allstate worth $1.58M as of Q3 2026.
  • Empirical Wealth Management bought 1,168 Allstate shares in Q3 2026, an estimated $296K.
  • Allstate made up 0.02% of Empirical Wealth Management's portfolio in Q3 2026, its #340 holding.
  • Empirical Wealth Management first reported a position in Allstate in Q4 2019 and has held it in 28 quarters since.
  • Empirical Wealth Management's Allstate position peaked at $4.07M in Q1 2022.
  • 1,537 funds tracked by Wall St. Rank held Allstate as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.