GA
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GoalVest Advisory’s Allstate ALL Stock Holding History

GoalVest Advisory’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
Q3 		$7.99K Buy
+36
New +$9.13K ﹤0.01% 480
2024
Q4 		– Sell
-52
Closed -$9.86K – 380
2024
Q3 		$9.86K Buy
+52
New +$9.23K ﹤0.01% 327
2022
Q3 		– Sell
-612
Closed -$79K – 252
2022
Q2 		$79K Buy
+612
New +$80.2K 0.05% 141

Other funds holding ALL

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return

GoalVest Advisory's ALL Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Allstate (ALL) in Q3 2026: 36 shares worth $7.99K. The stake represents ﹤0.01% of the portfolio and ranks #480 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in ALL as recently as Q3 2024.

GoalVest Advisory first reported a position in ALL in Q2 2022 and has held it in 3 quarters since. The position peaked at $79K in Q2 2022. 54 funds tracked by Wall St. Rank hold ALL as of Q3 2026.

  • GoalVest Advisory held 36 shares of Allstate worth $7.99K as of Q3 2026.
  • Allstate was a new GoalVest Advisory position in Q3 2026.
  • Allstate made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #480 holding.
  • GoalVest Advisory first reported a position in Allstate in Q2 2022 and has held it in 3 quarters since.
  • GoalVest Advisory's Allstate position peaked at $79K in Q2 2022.
  • 54 funds tracked by Wall St. Rank held Allstate as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.