GWANC
ALL icon

Guardian Wealth Advisors (North Carolina)’s Allstate ALL Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$322K Sell
1,352
-16
-1% -$3.48K 0.02% 300
2026
Q1 		$284K Sell
1,368
-126
-8% -$25.8K 0.02% 290
2025
Q4 		$311K Buy
1,494
+8
+0.5% +$1.64K 0.02% 290
2025
Q3 		$319K Buy
1,486
+90
+6% +$18.2K 0.02% 278
2025
Q2 		$281K Buy
1,396
+24
+2% +$4.79K 0.02% 274
2025
Q1 		$284K Sell
1,372
-461
-25% -$89.8K 0.02% 258
2024
Q4 		$353K Buy
1,833
+531
+41% +$103K 0.03% 230
2024
Q3 		$247K Sell
1,302
-17
-1% -$3.02K 0.03% 240
2024
Q2 		$211K Sell
1,319
-4
-0.3% -$667 0.02% 251
2024
Q1 		$229K Buy
+1,323
New +$209K 0.03% 251
2023
Q4 		– Sell
-2,171
Closed -$244K – 443
2023
Q3 		$244K Buy
+2,171
New +$237K 0.04% 203

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 $3.37T AUM 44.26% 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

Guardian Wealth Advisors (North Carolina)'s ALL Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Allstate (ALL) stake by 1.2% in Q2 2026, selling an estimated $3.48K and leaving 1,352 shares worth $322K. The position accounts for 0.02% of the portfolio, ranked #300.

Guardian Wealth Advisors (North Carolina) first reported a position in ALL in Q3 2023 and has held it in 11 quarters since. The position peaked at $353K in Q4 2024. 1,741 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 1,352 shares of Allstate worth $322K as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) sold 16 Allstate shares in Q2 2026, an estimated $3.48K.
  • Allstate made up 0.02% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #300 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Allstate in Q3 2023 and has held it in 11 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Allstate position peaked at $353K in Q4 2024.
  • 1,741 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.