Jeppson Wealth Management
ALL icon

Jeppson Wealth Management’s Allstate ALL Stock Holding History

Jeppson 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
Q3 		$973K Sell
4,384
-1
-0% -$254 0.28% 83
2026
Q2 		$1.04M Buy
4,385
+2
+0% +$435 0.31% 76
2026
Q1 		$909K Hold
4,383
– – 0.28% 85
2025
Q4 		$912K Sell
4,383
-155
-3% -$31.7K 0.29% 81
2025
Q3 		$974K Sell
4,538
-40
-0.9% -$8.07K 0.31% 77
2025
Q2 		$921K Sell
4,578
-34
-0.7% -$6.78K 0.32% 77
2025
Q1 		$955K Sell
4,612
-95
-2% -$18.5K 0.35% 77
2024
Q4 		$908K Sell
4,707
-25
-0.5% -$4.85K 0.33% 80
2024
Q3 		$897K Sell
4,732
-50
-1% -$8.88K 0.32% 78
2024
Q2 		$764K Sell
4,782
-5
-0.1% -$834 0.29% 82
2024
Q1 		$828K Sell
4,787
-42
-0.9% -$6.63K 0.32% 81
2023
Q4 		$676K Buy
4,829
+5
+0.1% +$652 0.28% 89
2023
Q3 		$537K Buy
4,824
+55
+1% +$6K 0.25% 101
2023
Q2 		$520K Sell
4,769
-410
-8% -$46.5K 0.23% 107
2023
Q1 		$574K Sell
5,179
-29
-0.6% -$3.67K 0.25% 99
2022
Q4 		$706K Buy
5,208
+17
+0.3% +$2.22K 0.3% 74
2022
Q3 		$646K Buy
5,191
+10
+0.2% +$1.24K 0.29% 78
2022
Q2 		$657K Sell
5,181
-30
-0.6% -$3.93K 0.28% 80
2022
Q1 		$721K Sell
5,211
-30
-0.6% -$3.77K 0.34% 70
2021
Q4 		$617K Buy
5,241
+862
+20% +$102K 0.3% 76
2021
Q3 		$557K Buy
4,379
+25
+0.6% +$3.3K 0.29% 77
2021
Q2 		$567K Hold
4,354
– – 0.31% 73
2021
Q1 		$500K Sell
4,354
-20
-0.5% -$2.2K 0.3% 76
2020
Q4 		$481K Buy
4,374
+65
+2% +$6.39K 0.32% 76
2020
Q3 		$406K Buy
+4,309
New +$402K 0.32% 77

Other funds holding ALL

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Jeppson Wealth Management's ALL Position: Q3 2026 in Review

Jeppson Wealth Management reduced its Allstate (ALL) stake by 0.02% in Q3 2026, selling an estimated $254 and leaving 4,384 shares worth $973K. The position accounts for 0.28% of the portfolio, ranked #83.

Jeppson Wealth Management first reported a position in ALL in Q3 2020 and has held it in 25 quarters since. The position peaked at $1.04M in Q2 2026. 695 funds tracked by Wall St. Rank hold ALL as of Q3 2026.

  • Jeppson Wealth Management held 4,384 shares of Allstate worth $973K as of Q3 2026.
  • Jeppson Wealth Management sold 1 Allstate share in Q3 2026, an estimated $254.
  • Allstate made up 0.28% of Jeppson Wealth Management's portfolio in Q3 2026, its #83 holding.
  • Jeppson Wealth Management first reported a position in Allstate in Q3 2020 and has held it in 25 quarters since.
  • Jeppson Wealth Management's Allstate position peaked at $1.04M in Q2 2026.
  • 695 funds tracked by Wall St. Rank held Allstate as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.