Klein Pavlis & Peasley Financial’s Allstate ALL Stock Holding History

Klein Pavlis & Peasley Financial’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	$1.02M	Buy	4,307 +109	+3%	+$23.7K	0.53%	61
2026 Q1	$870K	Buy	4,198 +280	+7%	+$57.4K	0.48%	64
2025 Q4	$816K	Sell	3,918 -110	-3%	-$22.5K	0.48%	63
2025 Q3	$865K	Buy	4,028 +304	+8%	+$61.3K	0.53%	55
2025 Q2	$750K	Sell	3,724 -168	-4%	-$33.5K	0.5%	57
2025 Q1	$808K	Buy	3,892 +141	+4%	+$27.5K	0.58%	59
2024 Q4	$723K	Sell	3,751 -17	-0.5%	-$3.3K	0.58%	61
2024 Q3	$715K	Sell	3,768 -98	-3%	-$17.4K	0.57%	62
2024 Q2	$617K	Buy	3,866 +43	+1%	+$7.17K	0.55%	61
2024 Q1	$661K	Sell	3,823 -345	-8%	-$54.5K	0.6%	58
2023 Q4	$583K	Buy	+4,168	New	+$543K	0.54%	59

Other funds holding ALL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Klein Pavlis & Peasley Financial's ALL Position: Q2 2026 in Review

Klein Pavlis & Peasley Financial increased its Allstate (ALL) stake by 2.6% in Q2 2026, buying an estimated $23.7K and bringing the position to 4,307 shares worth $1.02M. The position accounts for 0.53% of the portfolio, ranked #61.

Klein Pavlis & Peasley Financial first reported a position in ALL in Q4 2023 and has held it in 11 quarters since. 709 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

Klein Pavlis & Peasley Financial held 4,307 shares of Allstate worth $1.02M as of Q2 2026.
Klein Pavlis & Peasley Financial bought 109 Allstate shares in Q2 2026, an estimated $23.7K.
Allstate made up 0.53% of Klein Pavlis & Peasley Financial's portfolio in Q2 2026, its #61 holding.
Klein Pavlis & Peasley Financial first reported a position in Allstate in Q4 2023 and has held it in 11 quarters since.
709 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q2 2026, filed 23 Jul 2026.