Evelyn Partners’s Allstate ALL Stock Holding History

Evelyn 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	$308K	Hold	1,390	–	–	﹤0.01%	280
2026 Q2	$331K	Buy	+1,390	New	+$302K	﹤0.01%	237

Other funds holding ALL

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Evelyn Partners's ALL Position: Q3 2026 in Review

Evelyn Partners held its Allstate (ALL) position steady in Q3 2026 at 1,390 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #280.

Evelyn Partners first reported a position in ALL in Q2 2026 and has held it in 2 quarters since. The position peaked at $331K in Q2 2026. 1,537 funds tracked by Wall St. Rank hold ALL as of Q3 2026.

Evelyn Partners held 1,390 shares of Allstate worth $308K as of Q3 2026.
Evelyn Partners left its Allstate share count unchanged in Q3 2026.
Allstate made up ﹤0.01% of Evelyn Partners's portfolio in Q3 2026, its #280 holding.
Evelyn Partners first reported a position in Allstate in Q2 2026 and has held it in 2 quarters since.
Evelyn Partners's Allstate position peaked at $331K in Q2 2026.
1,537 funds tracked by Wall St. Rank held Allstate as of Q3 2026.

Based on Evelyn Partners's 13F filing for Q3 2026, filed 10 Nov 2026.