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EverSource Wealth Advisors’s Allstate ALL Stock Holding History

EverSource Wealth Advisors’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 		$530K Sell
2,227
-710
-24% -$154K 0.02% 544
2026
Q1 		$609K Buy
2,937
+335
+13% +$68.7K 0.02% 521
2025
Q4 		$542K Sell
2,602
-104
-4% -$21.3K 0.02% 513
2025
Q3 		$581K Sell
2,706
-136
-5% -$27.4K 0.02% 446
2025
Q2 		$572K Buy
2,842
+806
+40% +$161K 0.03% 405
2025
Q1 		$422K Buy
2,036
+531
+35% +$103K 0.02% 428
2024
Q4 		$290K Buy
1,505
+63
+4% +$12.2K 0.02% 517
2024
Q3 		$274K Buy
1,442
+30
+2% +$5.33K 0.02% 473
2024
Q2 		$242K Sell
1,412
-14
-1% -$2.33K 0.02% 495
2024
Q1 		$243K Sell
1,426
-22
-2% -$3.47K 0.02% 437
2023
Q4 		$203K Buy
1,448
+59
+4% +$7.69K 0.02% 428
2023
Q3 		$155K Buy
1,389
+47
+4% +$5.13K 0.02% 456
2023
Q2 		$146K Sell
1,342
-3
-0.2% -$340 0.02% 464
2023
Q1 		$149K Sell
1,345
-37
-3% -$4.68K 0.02% 438
2022
Q4 		$187K Sell
1,382
-233
-14% -$30.5K 0.03% 361
2022
Q3 		$201K Buy
1,615
+21
+1% +$2.61K 0.05% 295
2022
Q2 		$202K Sell
1,594
-1
-0.1% -$131 0.05% 254
2022
Q1 		$222K Buy
1,595
+28
+2% +$3.52K 0.06% 244
2021
Q4 		$185K Buy
+1,567
New +$185K 0.05% 230

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

EverSource Wealth Advisors's ALL Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Allstate (ALL) stake by 24% in Q2 2026, selling an estimated $154K and leaving 2,227 shares worth $530K. The position accounts for 0.02% of the portfolio, ranked #544.

EverSource Wealth Advisors first reported a position in ALL in Q4 2021 and has held it in 19 quarters since. The position peaked at $609K in Q1 2026. 1,744 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • EverSource Wealth Advisors held 2,227 shares of Allstate worth $530K as of Q2 2026.
  • EverSource Wealth Advisors sold 710 Allstate shares in Q2 2026, an estimated $154K.
  • Allstate made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #544 holding.
  • EverSource Wealth Advisors first reported a position in Allstate in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Allstate position peaked at $609K in Q1 2026.
  • 1,744 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.