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Independent Solutions Wealth Management’s Allstate ALL Stock Holding History

Independent Solutions Wealth Management’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 		$800K Buy
3,362
+585
+21% +$127K 0.1% 135
2026
Q1 		$576K Buy
+2,777
New +$569K 0.08% 132
2023
Q3 		– Sell
-2,341
Closed -$255K – 203
2023
Q2 		$255K Sell
2,341
-150
-6% -$17K 0.06% 186
2023
Q1 		$276K Sell
2,491
-186
-7% -$23.5K 0.08% 173
2022
Q4 		$363K Sell
2,677
-100
-4% -$13.1K 0.11% 147
2022
Q3 		$346K Hold
2,777
– – 0.11% 145
2022
Q2 		$352K Sell
2,777
-141
-5% -$18.5K 0.11% 141
2022
Q1 		$404K Sell
2,918
-454
-13% -$57K 0.1% 151
2021
Q4 		$397K Hold
3,372
– – 0.09% 151
2021
Q3 		$429K Buy
3,372
+171
+5% +$22.6K 0.11% 144
2021
Q2 		$418K Buy
3,201
+120
+4% +$15.5K 0.1% 146
2021
Q1 		$354K Buy
3,081
+83
+3% +$9.15K 0.1% 141
2020
Q4 		$330K Sell
2,998
-1,894
-39% -$186K 0.1% 134
2020
Q3 		$461K Sell
4,892
-1,167
-19% -$109K 0.18% 98
2020
Q2 		$588K Buy
6,059
+2,917
+93% +$287K 0.25% 82
2020
Q1 		$288K Hold
3,142
– – 0.16% 101
2019
Q4 		$353K Buy
+3,142
New +$343K 0.16% 114

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

Independent Solutions Wealth Management's ALL Position: Q2 2026 in Review

Independent Solutions Wealth Management increased its Allstate (ALL) stake by 21% in Q2 2026, buying an estimated $127K and bringing the position to 3,362 shares worth $800K. The position accounts for 0.1% of the portfolio, ranked #135.

Independent Solutions Wealth Management first reported a position in ALL in Q4 2019 and has held it in 17 quarters since. 1,744 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Independent Solutions Wealth Management held 3,362 shares of Allstate worth $800K as of Q2 2026.
  • Independent Solutions Wealth Management bought 585 Allstate shares in Q2 2026, an estimated $127K.
  • Allstate made up 0.1% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #135 holding.
  • Independent Solutions Wealth Management first reported a position in Allstate in Q4 2019 and has held it in 17 quarters since.
  • 1,744 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.