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Lodestone Wealth Management’s Allstate ALL Stock Holding History

Lodestone 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 		$425K Buy
1,785
+276
+18% +$60K 0.15% 127
2026
Q1 		$313K Buy
1,509
+104
+7% +$21.3K 0.12% 142
2025
Q4 		$293K Buy
1,405
+59
+4% +$12.1K 0.12% 146
2025
Q3 		$289K Buy
1,346
+104
+8% +$21K 0.13% 143
2025
Q2 		$250K Buy
1,242
+90
+8% +$18K 0.12% 147
2025
Q1 		$238K Sell
1,152
-98
-8% -$19.1K 0.13% 138
2024
Q4 		$241K Buy
1,250
+4
+0.3% +$776 0.12% 132
2024
Q3 		$236K Sell
1,246
-492
-28% -$87.4K 0.12% 136
2024
Q2 		$277K Buy
1,738
+80
+5% +$13.3K 0.15% 126
2024
Q1 		$287K Sell
1,658
-36
-2% -$5.68K 0.15% 125
2023
Q4 		$237K Buy
+1,694
New +$221K 0.14% 134

Other funds holding ALL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Lodestone Wealth Management increased its Allstate (ALL) stake by 18% in Q2 2026, buying an estimated $60K and bringing the position to 1,785 shares worth $425K. The position accounts for 0.15% of the portfolio, ranked #127.

Lodestone Wealth Management first reported a position in ALL in Q4 2023 and has held it in 11 quarters since. 746 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Lodestone Wealth Management held 1,785 shares of Allstate worth $425K as of Q2 2026.
  • Lodestone Wealth Management bought 276 Allstate shares in Q2 2026, an estimated $60K.
  • Allstate made up 0.15% of Lodestone Wealth Management's portfolio in Q2 2026, its #127 holding.
  • Lodestone Wealth Management first reported a position in Allstate in Q4 2023 and has held it in 11 quarters since.
  • 746 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.