Invera Wealth Advisors’s Allstate ALL Stock Holding History

Invera Wealth Advisors’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	$1.71M	Buy	7,184 +33	+0.5%	+$7.17K	0.92%	32
2026 Q1	$1.48M	Sell	7,151 -82	-1%	-$16.8K	0.95%	34
2025 Q4	$1.51M	Sell	7,233 -644	-8%	-$132K	0.95%	34
2025 Q3	$1.69M	Buy	7,877 +6	+0.1%	+$1.21K	1.04%	30
2025 Q2	$1.58M	Sell	7,871 -271	-3%	-$54.1K	1.03%	32
2025 Q1	$1.69M	Buy	+8,142	New	+$1.59M	1.09%	31
2024 Q2	–	Sell	-11,055	Closed	-$1.87M	–	49
2024 Q1	$1.87M	Sell	11,055 -10	-0.1%	-$1.58K	1.59%	22
2023 Q4	$1.55M	Buy	+11,065	New	+$1.44M	0.97%	35

Other funds holding ALL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Invera Wealth Advisors's ALL Position: Q2 2026 in Review

Invera Wealth Advisors increased its Allstate (ALL) stake by 0.46% in Q2 2026, buying an estimated $7.17K and bringing the position to 7,184 shares worth $1.71M. The position accounts for 0.92% of the portfolio, ranked #32.

Invera Wealth Advisors first reported a position in ALL in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.87M in Q1 2024. 1,752 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

Invera Wealth Advisors held 7,184 shares of Allstate worth $1.71M as of Q2 2026.
Invera Wealth Advisors bought 33 Allstate shares in Q2 2026, an estimated $7.17K.
Allstate made up 0.92% of Invera Wealth Advisors's portfolio in Q2 2026, its #32 holding.
Invera Wealth Advisors first reported a position in Allstate in Q4 2023 and has held it in 8 quarters since.
Invera Wealth Advisors's Allstate position peaked at $1.87M in Q1 2024.
1,752 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.