JWCA
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J.W. Cole Advisors’s Allstate ALL Stock Holding History

J.W. Cole 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 		$2.44M Sell
10,244
-477
-4% -$104K 0.04% 435
2026
Q1 		$2.22M Sell
10,721
-140
-1% -$28.7K 0.08% 230
2025
Q4 		$2.14M Sell
10,861
-1,193
-10% -$244K 0.05% 373
2025
Q3 		$2.59M Buy
12,054
+436
+4% +$88K 0.05% 366
2025
Q2 		$2.34M Buy
11,618
+1,624
+16% +$324K 0.05% 365
2025
Q1 		$2.07M Buy
9,994
+7,679
+332% +$1.5M 0.06% 311
2024
Q4 		$446K Sell
2,315
-15
-0.6% -$2.91K 0.02% 638
2024
Q3 		$442K Buy
2,330
+593
+34% +$105K 0.02% 641
2024
Q2 		$277K Sell
1,737
-930
-35% -$155K 0.01% 733
2024
Q1 		$461K Buy
+2,667
New +$421K 0.02% 552
2023
Q1 		– Sell
-1,882
Closed -$255K – 775
2022
Q4 		$255K Sell
1,882
-66
-3% -$8.63K 0.02% 618
2022
Q3 		$243K Buy
1,948
+25
+1% +$3.11K 0.02% 613
2022
Q2 		$244K Sell
1,923
-2,341
-55% -$307K 0.02% 609
2022
Q1 		$591K Buy
4,264
+198
+5% +$24.9K 0.04% 407
2021
Q4 		$478K Buy
4,066
+585
+17% +$69.2K 0.03% 482
2021
Q3 		$443K Sell
3,481
-27
-0.8% -$3.57K 0.03% 283
2021
Q2 		$458K Sell
3,508
-585
-14% -$75.6K 0.04% 458
2021
Q1 		$470K Buy
4,093
+16
+0.4% +$1.76K 0.05% 398
2020
Q4 		$448K Sell
4,077
-7,204
-64% -$708K 0.05% 369
2020
Q3 		$1.06M Buy
+11,281
New +$1.05M 0.08% 244
2020
Q1 		– Sell
-3,973
Closed -$447K – 113
2019
Q4 		$447K Buy
+3,973
New +$434K 0.06% 324

Other funds holding ALL

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

J.W. Cole Advisors's ALL Position: Q2 2026 in Review

J.W. Cole Advisors reduced its Allstate (ALL) stake by 4.4% in Q2 2026, selling an estimated $104K and leaving 10,244 shares worth $2.44M. The position accounts for 0.04% of the portfolio, ranked #435.

J.W. Cole Advisors first reported a position in ALL in Q4 2019 and has held it in 21 quarters since. The position peaked at $2.59M in Q3 2025. 514 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • J.W. Cole Advisors held 10,244 shares of Allstate worth $2.44M as of Q2 2026.
  • J.W. Cole Advisors sold 477 Allstate shares in Q2 2026, an estimated $104K.
  • Allstate made up 0.04% of J.W. Cole Advisors's portfolio in Q2 2026, its #435 holding.
  • J.W. Cole Advisors first reported a position in Allstate in Q4 2019 and has held it in 21 quarters since.
  • J.W. Cole Advisors's Allstate position peaked at $2.59M in Q3 2025.
  • 514 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.