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Evergreen Wealth Solutions’s Allstate ALL Stock Holding History

Evergreen Wealth Solutions’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 		$625K Buy
2,399
+24
+1% +$5.22K 0.03% 279
2026
Q1 		$492K Buy
+2,375
New +$487K 0.03% 253
2024
Q4 		– Sell
-1,317
Closed -$250K – 103
2024
Q3 		$250K Sell
1,317
-395
-23% -$70.1K 0.17% 93
2024
Q2 		$273K Sell
1,712
-365
-18% -$60.9K 0.19% 92
2024
Q1 		$359K Sell
2,077
-178
-8% -$28.1K 0.27% 78
2023
Q4 		$316K Buy
2,255
+11
+0.5% +$1.43K 0.27% 84
2023
Q3 		$250K Buy
2,244
+2
+0.1% +$218 0.25% 86
2023
Q2 		$244K Buy
2,242
+203
+10% +$23K 0.25% 88
2023
Q1 		$226K Sell
2,039
-16
-0.8% -$2.02K 0.26% 90
2022
Q4 		$279K Buy
2,055
+106
+5% +$13.9K 0.37% 72
2022
Q3 		$243K Sell
1,949
-639
-25% -$79.4K 0.34% 82
2022
Q2 		$328K Sell
2,588
-90
-3% -$11.8K 0.4% 78
2022
Q1 		$371K Buy
2,678
+19
+0.7% +$2.38K 0.36% 65
2021
Q4 		$313K Buy
+2,659
New +$315K 0.28% 75

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 $3.37T AUM 44.26% 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

Evergreen Wealth Solutions's ALL Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Allstate (ALL) stake by 1% in Q2 2026, buying an estimated $5.22K and bringing the position to 2,399 shares worth $625K. The position accounts for 0.03% of the portfolio, ranked #279.

Evergreen Wealth Solutions first reported a position in ALL in Q4 2021 and has held it in 14 quarters since. 1,744 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Evergreen Wealth Solutions held 2,399 shares of Allstate worth $625K as of Q2 2026.
  • Evergreen Wealth Solutions bought 24 Allstate shares in Q2 2026, an estimated $5.22K.
  • Allstate made up 0.03% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #279 holding.
  • Evergreen Wealth Solutions first reported a position in Allstate in Q4 2021 and has held it in 14 quarters since.
  • 1,744 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.