PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Allstate ALL Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$160K	Hold	673	–	–	0.04%	197
2026 Q1	$140K	Hold	673	–	–	0.04%	192
2025 Q4	$140K	Sell	673 -49	-7%	-$10K	0.04%	198
2025 Q3	$155K	Hold	722	–	–	0.05%	165
2025 Q2	$145K	Buy	722 +1	+0.1%	+$200	0.05%	162
2025 Q1	$149K	Buy	721 +1	+0.1%	+$195	0.06%	159
2024 Q4	$139K	Hold	720	–	–	0.06%	164
2024 Q3	$137K	Sell	720 -30	-4%	-$5.33K	0.07%	125
2024 Q2	$120K	Hold	750	–	–	0.07%	134
2024 Q1	$130K	Hold	750	–	–	0.09%	123
2023 Q4	$105K	Sell	750 -15	-2%	-$1.96K	0.07%	140
2023 Q3	$85.3K	Hold	765	–	–	0.06%	139
2023 Q2	$83.5K	Sell	765 -45	-6%	-$5.11K	0.06%	139
2023 Q1	$89.8K	Hold	810	–	–	0.07%	129
2022 Q4	$110K	Buy	+810	New	+$106K	0.09%	111

Other funds holding ALL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s ALL Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its Allstate (ALL) position steady in Q2 2026 at 673 shares worth $160K. The position accounts for 0.04% of the portfolio, ranked #197.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in ALL in Q4 2022 and has held it in 15 quarters since. 1,071 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 673 shares of Allstate worth $160K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its Allstate share count unchanged in Q2 2026.
Allstate made up 0.04% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #197 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Allstate in Q4 2022 and has held it in 15 quarters since.
1,071 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.