Marshall & Sterling Wealth Advisors’s Allstate ALL Stock Holding History

Marshall & Sterling Wealth 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 Q2	$35K	Hold	147	–	–	0.02%	175
2026 Q1	$30.5K	Buy	+147	New	+$30.1K	0.02%	178
2025 Q4	–	Sell	-7	Closed	-$1.5K	–	351
2025 Q3	$1.5K	Hold	7	–	–	﹤0.01%	570
2025 Q2	$1.41K	Sell	7 -13	-65%	-$2.59K	﹤0.01%	563
2025 Q1	$4.14K	Buy	+20	New	+$3.9K	﹤0.01%	498

Other funds holding ALL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's ALL Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its Allstate (ALL) position steady in Q2 2026 at 147 shares worth $35K. The position accounts for 0.02% of the portfolio, ranked #175.

Marshall & Sterling Wealth Advisors first reported a position in ALL in Q1 2025 and has held it in 5 quarters since. 1,744 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

Marshall & Sterling Wealth Advisors held 147 shares of Allstate worth $35K as of Q2 2026.
Marshall & Sterling Wealth Advisors left its Allstate share count unchanged in Q2 2026.
Allstate made up 0.02% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #175 holding.
Marshall & Sterling Wealth Advisors first reported a position in Allstate in Q1 2025 and has held it in 5 quarters since.
1,744 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.