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Kingswood Wealth Advisors’s Allstate ALL Stock Holding History

Kingswood 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 		$1.37M Sell
5,748
-126
-2% -$27.4K 0.06% 336
2026
Q1 		$1.22M Buy
5,874
+489
+9% +$100K 0.06% 336
2025
Q4 		$1.12M Buy
5,385
+3,123
+138% +$639K 0.05% 328
2025
Q3 		$485K Buy
2,262
+73
+3% +$14.7K 0.03% 485
2025
Q2 		$441K Buy
2,189
+52
+2% +$10.4K 0.03% 448
2025
Q1 		$442K Sell
2,137
-184
-8% -$35.8K 0.04% 426
2024
Q4 		$448K Buy
2,321
+72
+3% +$14K 0.03% 472
2024
Q3 		$426K Buy
2,249
+591
+36% +$105K 0.03% 498
2024
Q2 		$265K Buy
1,658
+49
+3% +$8.17K 0.02% 559
2024
Q1 		$278K Sell
1,609
-73
-4% -$11.5K 0.03% 502
2023
Q4 		$235K Buy
1,682
+210
+14% +$27.4K 0.03% 537
2023
Q3 		$164K Buy
+1,472
New +$161K 0.03% 393

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

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

Kingswood Wealth Advisors reduced its Allstate (ALL) stake by 2.1% in Q2 2026, selling an estimated $27.4K and leaving 5,748 shares worth $1.37M. The position accounts for 0.06% of the portfolio, ranked #336.

Kingswood Wealth Advisors first reported a position in ALL in Q3 2023 and has held it in 12 quarters since. 1,744 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Kingswood Wealth Advisors held 5,748 shares of Allstate worth $1.37M as of Q2 2026.
  • Kingswood Wealth Advisors sold 126 Allstate shares in Q2 2026, an estimated $27.4K.
  • Allstate made up 0.06% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #336 holding.
  • Kingswood Wealth Advisors first reported a position in Allstate in Q3 2023 and has held it in 12 quarters since.
  • 1,744 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.