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Evolve Private Wealth’s Allstate ALL Stock Holding History

Evolve Private Wealth’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 		$326K Sell
1,362
-967
-42% -$210K 0.02% 687
2026
Q1 		$483K Sell
2,329
-463
-17% -$94.9K 0.03% 594
2025
Q4 		$584K Buy
+2,792
New +$572K 0.03% 473

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

Evolve Private Wealth's ALL Position: Q2 2026 in Review

Evolve Private Wealth reduced its Allstate (ALL) stake by 42% in Q2 2026, selling an estimated $210K and leaving 1,362 shares worth $326K. The position accounts for 0.02% of the portfolio, ranked #687.

Evolve Private Wealth first reported a position in ALL in Q4 2025 and has held it in 3 quarters since. The position peaked at $584K in Q4 2025. 1,755 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Evolve Private Wealth held 1,362 shares of Allstate worth $326K as of Q2 2026.
  • Evolve Private Wealth sold 967 Allstate shares in Q2 2026, an estimated $210K.
  • Allstate made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #687 holding.
  • Evolve Private Wealth first reported a position in Allstate in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Allstate position peaked at $584K in Q4 2025.
  • 1,755 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.