Holos Integrated Wealth
ALL icon

Holos Integrated Wealth’s Allstate ALL Stock Holding History

Holos Integrated Wealth’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 		$19.7K Hold
80
– – 0.01% 221
2026
Q2 		$20.1K Sell
80
-7
-8% -$1.52K 0.01% 208
2026
Q1 		$18.3K Buy
87
+7
+9% +$1.44K 0.01% 214
2025
Q4 		$16.3K Hold
80
– – 0.01% 174
2025
Q3 		$16.5K Hold
80
– – 0.01% 166
2025
Q2 		$16.5K Hold
80
– – 0.01% 164
2025
Q1 		$16.6K Hold
80
– – 0.01% 168
2024
Q4 		$15.4K Buy
+80
New +$15.5K 0.01% 169

Other funds holding ALL

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Holos Integrated Wealth's ALL Position: Q3 2026 in Review

Holos Integrated Wealth held its Allstate (ALL) position steady in Q3 2026 at 80 shares worth $19.7K. The position accounts for 0.01% of the portfolio, ranked #221.

Holos Integrated Wealth first reported a position in ALL in Q4 2024 and has held it in 8 quarters since. The position peaked at $20.1K in Q2 2026. 460 funds tracked by Wall St. Rank hold ALL as of Q3 2026.

  • Holos Integrated Wealth held 80 shares of Allstate worth $19.7K as of Q3 2026.
  • Holos Integrated Wealth left its Allstate share count unchanged in Q3 2026.
  • Allstate made up 0.01% of Holos Integrated Wealth's portfolio in Q3 2026, its #221 holding.
  • Holos Integrated Wealth first reported a position in Allstate in Q4 2024 and has held it in 8 quarters since.
  • Holos Integrated Wealth's Allstate position peaked at $20.1K in Q2 2026.
  • 460 funds tracked by Wall St. Rank held Allstate as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.