EWM
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Evercore Wealth Management’s Allstate ALL Stock Holding History

Evercore 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
Q1 		$397K Hold
1,915
– – 0.01% 308
2025
Q4 		$399K Sell
1,915
-3,275
-63% -$670K 0.01% 313
2025
Q3 		$1.11M Buy
5,190
+3,275
+171% +$661K 0.02% 213
2025
Q2 		$386K Hold
1,915
– – 0.01% 310
2025
Q1 		$397K Hold
1,915
– – 0.01% 304
2024
Q4 		$369K Hold
1,915
– – 0.01% 317
2024
Q3 		$363K Hold
1,915
– – 0.01% 317
2024
Q2 		$306K Hold
1,915
– – ﹤0.01% 335
2024
Q1 		$331K Sell
1,915
-379
-17% -$59.8K 0.01% 328
2023
Q4 		$321K Buy
2,294
+19
+0.8% +$2.48K 0.01% 335
2023
Q3 		$253K Sell
2,275
-347
-13% -$37.9K ﹤0.01% 349
2023
Q2 		$286K Sell
2,622
-32
-1% -$3.63K 0.01% 340
2023
Q1 		$294K Sell
2,654
-97
-4% -$12.3K 0.01% 328
2022
Q4 		$373K Buy
2,751
+90
+3% +$11.8K 0.01% 299
2022
Q3 		$331K Hold
2,661
– – 0.01% 304
2022
Q2 		$338K Hold
2,661
– – 0.01% 305
2022
Q1 		$368K Sell
2,661
-140
-5% -$17.6K 0.01% 313
2021
Q4 		$330K Sell
2,801
-1,471
-34% -$174K 0.01% 338
2021
Q3 		$544K Buy
4,272
+1,400
+49% +$185K 0.01% 276
2021
Q2 		$375K Sell
2,872
-148
-5% -$19.1K 0.01% 331
2021
Q1 		$347K Buy
3,020
+46
+2% +$5.07K 0.01% 343
2020
Q4 		$326K Buy
2,974
+260
+10% +$25.6K 0.01% 346
2020
Q3 		$255K Sell
2,714
-18
-0.7% -$1.68K 0.01% 329
2020
Q2 		$265K Sell
2,732
-116
-4% -$11.4K 0.01% 321
2020
Q1 		$261K Sell
2,848
-236
-8% -$25.7K 0.01% 315
2019
Q4 		$347K Hold
3,084
– – 0.01% 328
2019
Q3 		$335K Buy
+3,084
New +$322K 0.01% 317
2018
Q1 		– Sell
-1,272
Closed -$133K – 368
2017
Q4 		$133K Sell
1,272
-32
-2% -$3.15K ﹤0.01% 421
2017
Q3 		$120K Sell
1,304
-51
-4% -$4.64K ﹤0.01% 428
2017
Q2 		$120K Sell
1,355
-15
-1% -$1.27K ﹤0.01% 434
2017
Q1 		$112K Sell
1,370
-57
-4% -$4.49K ﹤0.01% 459
2016
Q4 		$105K Sell
1,427
-2,187
-61% -$154K ﹤0.01% 483
2016
Q3 		$250K Sell
3,614
-650
-15% -$44.8K 0.01% 335
2016
Q2 		$298K Buy
4,264
+15
+0.4% +$1K 0.01% 299
2016
Q1 		$286K Sell
4,249
-2,174
-34% -$137K 0.01% 307
2015
Q4 		$399K Buy
6,423
+5,488
+587% +$341K 0.02% 273
2015
Q3 		$55K Sell
935
-3,129
-77% -$196K ﹤0.01% 569
2015
Q2 		$263K Sell
4,064
-183
-4% -$12.5K 0.01% 380
2015
Q1 		$302K Buy
4,247
+3,282
+340% +$232K 0.01% 351
2014
Q4 		$69K Hold
965
– – ﹤0.01% 515
2014
Q3 		$59K Buy
965
+203
+27% +$12.2K ﹤0.01% 587
2014
Q2 		$45K Buy
762
+266
+54% +$15.3K ﹤0.01% 626
2014
Q1 		$28K Hold
496
– – ﹤0.01% 683
2013
Q4 		$27K Sell
496
-90
-15% -$4.8K ﹤0.01% 642
2013
Q3 		$29K Buy
+586
New +$29.5K ﹤0.01% 629

Other funds holding ALL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evercore Wealth Management's ALL Position: Q1 2026 in Review

Evercore Wealth Management held its Allstate (ALL) position steady in Q1 2026 at 1,915 shares worth $397K. The position accounts for 0.01% of the portfolio, ranked #308.

Evercore Wealth Management first reported a position in ALL in Q3 2013 and has held it in 45 quarters since. The position peaked at $1.11M in Q3 2025. 1,678 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

  • Evercore Wealth Management held 1,915 shares of Allstate worth $397K as of Q1 2026.
  • Evercore Wealth Management left its Allstate share count unchanged in Q1 2026.
  • Allstate made up 0.01% of Evercore Wealth Management's portfolio in Q1 2026, its #308 holding.
  • Evercore Wealth Management first reported a position in Allstate in Q3 2013 and has held it in 45 quarters since.
  • Evercore Wealth Management's Allstate position peaked at $1.11M in Q3 2025.
  • 1,678 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.