LWM
ALL icon

Lakeridge Wealth Management’s Allstate ALL Stock Holding History

Lakeridge 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
Q2 		$241K Buy
+1,013
New +$220K 0.09% 163
2024
Q1 		– Sell
-2,047
Closed -$287K – 136
2023
Q4 		$287K Buy
+2,047
New +$267K 0.21% 90

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

Lakeridge Wealth Management's ALL Position: Q2 2026 in Review

Lakeridge Wealth Management opened a new position in Allstate (ALL) in Q2 2026: 1,013 shares worth $241K. The stake represents 0.09% of the portfolio and ranks #163 among its holdings. This is a return to the name: Lakeridge Wealth Management previously reported a position in ALL as recently as Q4 2023.

Lakeridge Wealth Management first reported a position in ALL in Q4 2023 and has held it in 2 quarters since. The position peaked at $287K in Q4 2023. 1,751 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Lakeridge Wealth Management held 1,013 shares of Allstate worth $241K as of Q2 2026.
  • Allstate was a new Lakeridge Wealth Management position in Q2 2026.
  • Allstate made up 0.09% of Lakeridge Wealth Management's portfolio in Q2 2026, its #163 holding.
  • Lakeridge Wealth Management first reported a position in Allstate in Q4 2023 and has held it in 2 quarters since.
  • Lakeridge Wealth Management's Allstate position peaked at $287K in Q4 2023.
  • 1,751 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.