HFO
ALL icon

Heritage Family Offices’s Allstate ALL Stock Holding History

Heritage Family Offices’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 		$335K Buy
+1,408
New +$306K 0.13% 132

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

Heritage Family Offices's ALL Position: Q2 2026 in Review

Heritage Family Offices opened a new position in Allstate (ALL) in Q2 2026: 1,408 shares worth $335K. The stake represents 0.13% of the portfolio and ranks #132 among its holdings.

1,741 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Heritage Family Offices held 1,408 shares of Allstate worth $335K as of Q2 2026.
  • Allstate was a new Heritage Family Offices position in Q2 2026.
  • Allstate made up 0.13% of Heritage Family Offices's portfolio in Q2 2026, its #132 holding.
  • 1,741 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.