LMG Wealth Partners
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LMG Wealth Partners’s Allstate ALL Stock Holding History

LMG Wealth Partners’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 		$4.65M Buy
20,950
+56
+0.3% +$14.2K 0.75% 47
2026
Q2 		$4.97M Sell
20,894
-892
-4% -$194K 0.79% 44
2026
Q1 		$4.52M Buy
21,786
+233
+1% +$47.8K 0.82% 43
2025
Q4 		$4.49M Hold
21,553
– – 0.84% 40
2025
Q3 		$4.63M Buy
21,553
+34
+0.2% +$6.86K 0.86% 42
2025
Q2 		$4.33M Sell
21,519
-20
-0.1% -$3.99K 0.89% 38
2025
Q1 		$4.46M Buy
+21,539
New +$4.19M 0.99% 36

Other funds holding ALL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

LMG Wealth Partners's ALL Position: Q3 2026 in Review

LMG Wealth Partners increased its Allstate (ALL) stake by 0.27% in Q3 2026, buying an estimated $14.2K and bringing the position to 20,950 shares worth $4.65M. The position accounts for 0.75% of the portfolio, ranked #47.

LMG Wealth Partners first reported a position in ALL in Q1 2025 and has held it in 7 quarters since. The position peaked at $4.97M in Q2 2026. 1,173 funds tracked by Wall St. Rank hold ALL as of Q3 2026.

  • LMG Wealth Partners held 20,950 shares of Allstate worth $4.65M as of Q3 2026.
  • LMG Wealth Partners bought 56 Allstate shares in Q3 2026, an estimated $14.2K.
  • Allstate made up 0.75% of LMG Wealth Partners's portfolio in Q3 2026, its #47 holding.
  • LMG Wealth Partners first reported a position in Allstate in Q1 2025 and has held it in 7 quarters since.
  • LMG Wealth Partners's Allstate position peaked at $4.97M in Q2 2026.
  • 1,173 funds tracked by Wall St. Rank held Allstate as of Q3 2026.

Based on LMG Wealth Partners's 13F filing for Q3 2026, filed 5 Nov 2026.