JFS Wealth Advisors’s Allstate ALL Stock Holding History

JFS 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	$665K	Buy	2,783 +16	+0.6%	+$3.48K	0.03%	213
2026 Q1	$576K	Sell	2,767 -4	-0.1%	-$820	0.03%	217
2025 Q4	$577K	Buy	2,771 +118	+4%	+$24.2K	0.03%	215
2025 Q3	$569K	Buy	2,653 +2,016	+316%	+$407K	0.03%	219
2025 Q2	$128K	Sell	637 -25	-4%	-$4.99K	0.01%	341
2025 Q1	$137K	Buy	662 +3	+0.5%	+$584	0.01%	333
2024 Q4	$127K	Sell	659 -200	-23%	-$38.8K	0.01%	335
2024 Q3	$163K	Sell	859 -908	-51%	-$161K	0.01%	315
2024 Q2	$282K	Sell	1,767 -560	-24%	-$93.4K	0.02%	203
2024 Q1	$403K	Buy	2,327 +10	+0.4%	+$1.58K	0.03%	166
2023 Q4	$324K	Buy	2,317 +49	+2%	+$6.39K	0.03%	179
2023 Q3	$253K	Buy	2,268 +33	+1%	+$3.6K	0.02%	195
2023 Q2	$244K	Buy	2,235 +25	+1%	+$2.84K	0.02%	198
2023 Q1	$245K	Sell	2,210 -87	-4%	-$11K	0.02%	193
2022 Q4	$311K	Sell	2,297 -479	-17%	-$62.6K	0.03%	175
2022 Q3	$346K	Buy	2,776 +11	+0.4%	+$1.37K	0.04%	169
2022 Q2	$350K	Buy	2,765 +39	+1%	+$5.11K	0.04%	163
2022 Q1	$378K	Buy	2,726 +100	+4%	+$12.6K	0.04%	176
2021 Q4	$309K	Sell	2,626 -34	-1%	-$4.02K	0.03%	190
2021 Q3	$339K	Buy	2,660 +1,930	+264%	+$255K	0.03%	174
2021 Q2	$95K	Hold	730	–	–	0.01%	226
2021 Q1	$84K	Hold	730	–	–	0.02%	209
2020 Q4	$80K	Hold	730	–	–	0.02%	209
2020 Q3	$69K	Sell	730 -250	-26%	-$23.3K	0.02%	203
2020 Q2	$95K	Hold	980	–	–	0.02%	185
2020 Q1	$90K	Hold	980	–	–	0.03%	181
2019 Q4	$110K	Hold	980	–	–	0.03%	188
2019 Q3	$107K	Hold	980	–	–	0.03%	183
2019 Q2	$100K	Sell	980 -59	-6%	-$5.76K	0.03%	186
2019 Q1	$98K	Hold	1,039	–	–	0.03%	184
2018 Q4	$86K	Hold	1,039	–	–	0.02%	187
2018 Q3	$103K	Hold	1,039	–	–	0.03%	192
2018 Q2	$95K	Hold	1,039	–	–	0.03%	200
2018 Q1	$98K	Sell	1,039 -370	-26%	-$35.8K	0.03%	195
2017 Q4	$148K	Buy	1,409 +240	+21%	+$23.6K	0.04%	166
2017 Q3	$107K	Hold	1,169	–	–	0.03%	181
2017 Q2	$103K	Sell	1,169 -110	-9%	-$9.32K	0.03%	169
2017 Q1	$95K	Hold	1,279	–	–	0.03%	172
2016 Q4	$95K	Sell	1,279 -5	-0.4%	-$352	0.03%	172
2016 Q3	$89K	Sell	1,284 -4,300	-77%	-$296K	0.03%	186
2016 Q2	$391K	Buy	5,584 +4,297	+334%	+$288K	0.11%	106
2016 Q1	$87K	Buy	1,287 +3	+0.2%	+$188	0.03%	185
2015 Q4	$80K	Sell	1,284 -35	-3%	-$2.18K	0.02%	200
2015 Q3	$77K	Buy	+1,319	New	+$82.5K	0.03%	172

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

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

JFS Wealth Advisors increased its Allstate (ALL) stake by 0.58% in Q2 2026, buying an estimated $3.48K and bringing the position to 2,783 shares worth $665K. The position accounts for 0.03% of the portfolio, ranked #213.

JFS Wealth Advisors first reported a position in ALL in Q3 2015 and has held it in 44 quarters since. 1,744 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

JFS Wealth Advisors held 2,783 shares of Allstate worth $665K as of Q2 2026.
JFS Wealth Advisors bought 16 Allstate shares in Q2 2026, an estimated $3.48K.
Allstate made up 0.03% of JFS Wealth Advisors's portfolio in Q2 2026, its #213 holding.
JFS Wealth Advisors first reported a position in Allstate in Q3 2015 and has held it in 44 quarters since.
1,744 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.