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Financial Advocates Investment Management’s Allstate ALL Stock Holding History

Financial Advocates Investment 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
2025
Q3 		– Sell
-1,448
Closed -$291K – 117
2025
Q2 		$291K Buy
1,448
+1
+0.1% +$200 0.02% 507
2025
Q1 		$300K Sell
1,447
-199
-12% -$38.8K 0.02% 564
2024
Q4 		$317K Sell
1,646
-43
-3% -$8.35K 0.02% 585
2024
Q3 		$320K Buy
1,689
+1
+0.1% +$178 0.02% 586
2024
Q2 		$270K Sell
1,688
-124
-7% -$20.7K 0.02% 601
2024
Q1 		$313K Buy
1,812
+2
+0.1% +$316 0.02% 576
2023
Q4 		$253K Sell
1,810
-571
-24% -$74.5K 0.02% 619
2023
Q3 		$265K Sell
2,381
-109
-4% -$11.9K 0.02% 564
2023
Q2 		$271K Buy
2,490
+34
+1% +$3.86K 0.02% 549
2023
Q1 		$272K Buy
+2,456
New +$310K 0.02% 585

Other funds holding ALL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Advocates Investment Management's ALL Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Allstate (ALL) in Q3 2025, closing a stake of 1,448 shares — an estimated $291K sold.

Financial Advocates Investment Management first reported a position in ALL in Q1 2023 and held it in 10 quarters. The position peaked at $320K in Q3 2024. 1,621 funds tracked by Wall St. Rank hold ALL as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Allstate position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,448 Allstate shares in Q3 2025, an estimated $291K.
  • Financial Advocates Investment Management first reported a position in Allstate in Q1 2023 and held it in 10 quarters.
  • Financial Advocates Investment Management's Allstate position peaked at $320K in Q3 2024.
  • 1,621 funds tracked by Wall St. Rank held Allstate as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.