MWM
ALL icon

MGB Wealth Management’s Allstate ALL Stock Holding History

MGB 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
2025
Q4 		– Sell
-2,228
Closed -$476K – 309
2025
Q3 		$476K Sell
2,228
-539
-19% -$109K 0.13% 131
2025
Q2 		$554K Buy
2,767
+1,091
+65% +$218K 0.18% 115
2025
Q1 		$347K Buy
1,676
+278
+20% +$54.1K 0.13% 157
2024
Q4 		$269K Buy
+1,398
New +$271K 0.08% 169

Other funds holding ALL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MGB Wealth Management's ALL Position: Q4 2025 in Review

MGB Wealth Management sold out of Allstate (ALL) in Q4 2025, closing a stake of 2,228 shares — an estimated $476K sold.

MGB Wealth Management first reported a position in ALL in Q4 2024 and held it in 4 quarters. The position peaked at $554K in Q2 2025. 1,683 funds tracked by Wall St. Rank hold ALL as of Q4 2025.

  • MGB Wealth Management reported no remaining Allstate position as of Q4 2025 after selling out during the quarter.
  • MGB Wealth Management sold 2,228 Allstate shares in Q4 2025, an estimated $476K.
  • MGB Wealth Management first reported a position in Allstate in Q4 2024 and held it in 4 quarters.
  • MGB Wealth Management's Allstate position peaked at $554K in Q2 2025.
  • 1,683 funds tracked by Wall St. Rank held Allstate as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.