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EnRich Financial Partners’s Allstate ALL Stock Holding History

EnRich Financial 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 		$204K Buy
+856
New +$186K 0.05% 67
2025
Q1 		– Sell
-856
Closed -$165K – 63
2024
Q4 		$165K Hold
856
– – 0.06% 63
2024
Q3 		$162K Hold
856
– – 0.05% 61
2024
Q2 		$137K Hold
856
– – 0.05% 61
2024
Q1 		$148K Buy
+856
New +$135K 0.06% 57

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 $3.38T AUM 44.17% 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

EnRich Financial Partners's ALL Position: Q2 2026 in Review

EnRich Financial Partners opened a new position in Allstate (ALL) in Q2 2026: 856 shares worth $204K. The stake represents 0.05% of the portfolio and ranks #67 among its holdings. This is a return to the name: EnRich Financial Partners previously reported a position in ALL as recently as Q4 2024.

EnRich Financial Partners first reported a position in ALL in Q1 2024 and has held it in 5 quarters since. 1,755 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • EnRich Financial Partners held 856 shares of Allstate worth $204K as of Q2 2026.
  • Allstate was a new EnRich Financial Partners position in Q2 2026.
  • Allstate made up 0.05% of EnRich Financial Partners's portfolio in Q2 2026, its #67 holding.
  • EnRich Financial Partners first reported a position in Allstate in Q1 2024 and has held it in 5 quarters since.
  • 1,755 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on EnRich Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.