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FORM Wealth Advisors’s Allstate ALL Stock Holding History

FORM 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
2025
Q2 		$245K Buy
1,216
+23
+2% +$4.59K 0.03% 58
2025
Q1 		$247K Buy
+1,193
New +$232K 0.03% 52

Other funds holding ALL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FORM Wealth Advisors's ALL Position: Q2 2025 in Review

FORM Wealth Advisors increased its Allstate (ALL) stake by 1.9% in Q2 2025, buying an estimated $4.59K and bringing the position to 1,216 shares worth $245K. The position accounts for 0.03% of the portfolio, ranked #58.

FORM Wealth Advisors first reported a position in ALL in Q1 2025 and has held it in 2 quarters since. The position peaked at $247K in Q1 2025. 1,575 funds tracked by Wall St. Rank hold ALL as of Q2 2025.

  • FORM Wealth Advisors held 1,216 shares of Allstate worth $245K as of Q2 2025.
  • FORM Wealth Advisors bought 23 Allstate shares in Q2 2025, an estimated $4.59K.
  • Allstate made up 0.03% of FORM Wealth Advisors's portfolio in Q2 2025, its #58 holding.
  • FORM Wealth Advisors first reported a position in Allstate in Q1 2025 and has held it in 2 quarters since.
  • FORM Wealth Advisors's Allstate position peaked at $247K in Q1 2025.
  • 1,575 funds tracked by Wall St. Rank held Allstate as of Q2 2025.

Based on FORM Wealth Advisors's 13F filing for Q2 2025, filed 16 Jul 2025.