LVW Advisors
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LVW Advisors’s Allstate ALL Stock Holding History

LVW 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
Q3 		$575K Buy
2,590
+416
+19% +$105K 0.05% 235
2026
Q2 		$517K Buy
2,174
+483
+29% +$105K 0.04% 234
2026
Q1 		$351K Sell
1,691
-489
-22% -$100K 0.03% 287
2025
Q4 		$454K Sell
2,180
-144
-6% -$29.5K 0.05% 202
2025
Q3 		$499K Buy
2,324
+37
+2% +$7.47K 0.05% 197
2025
Q2 		$460K Buy
2,287
+1,089
+91% +$217K 0.05% 199
2025
Q1 		$248K Buy
+1,198
New +$233K 0.03% 267

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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LVW Advisors's ALL Position: Q3 2026 in Review

LVW Advisors increased its Allstate (ALL) stake by 19% in Q3 2026, buying an estimated $105K and bringing the position to 2,590 shares worth $575K. The position accounts for 0.05% of the portfolio, ranked #235.

LVW Advisors first reported a position in ALL in Q1 2025 and has held it in 7 quarters since. 1,075 funds tracked by Wall St. Rank hold ALL as of Q3 2026.

  • LVW Advisors held 2,590 shares of Allstate worth $575K as of Q3 2026.
  • LVW Advisors bought 416 Allstate shares in Q3 2026, an estimated $105K.
  • Allstate made up 0.05% of LVW Advisors's portfolio in Q3 2026, its #235 holding.
  • LVW Advisors first reported a position in Allstate in Q1 2025 and has held it in 7 quarters since.
  • 1,075 funds tracked by Wall St. Rank held Allstate as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.