MWM
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Mission Wealth Management’s Allstate ALL Stock Holding History

Mission 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 		$1.96M Buy
8,246
+772
+10% +$168K 0.02% 316
2026
Q1 		$1.55M Sell
7,474
-1,354
-15% -$278K 0.03% 252
2025
Q4 		$1.84M Buy
8,828
+69
+0.8% +$14.1K 0.04% 226
2025
Q3 		$1.88M Sell
8,759
-28
-0.3% -$5.65K 0.04% 224
2025
Q2 		$1.77M Buy
8,787
+1,292
+17% +$258K 0.04% 229
2025
Q1 		$1.55M Buy
7,495
+1,857
+33% +$362K 0.04% 222
2024
Q4 		$1.09M Sell
5,638
-6
-0.1% -$1.17K 0.03% 271
2024
Q3 		$1.07M Buy
5,644
+20
+0.4% +$3.55K 0.03% 282
2024
Q2 		$898K Buy
5,624
+291
+5% +$48.5K 0.02% 296
2024
Q1 		$923K Buy
5,333
+424
+9% +$66.9K 0.02% 308
2023
Q4 		$687K Buy
4,909
+42
+0.9% +$5.48K 0.02% 303
2023
Q3 		$542K Sell
4,867
-274
-5% -$29.9K 0.02% 325
2023
Q2 		$561K Buy
5,141
+154
+3% +$17.5K 0.02% 319
2023
Q1 		$553K Buy
4,987
+28
+0.6% +$3.54K 0.02% 312
2022
Q4 		$672K Sell
4,959
-4,858
-49% -$635K 0.03% 267
2022
Q3 		$1.22M Sell
9,817
-81
-0.8% -$10.1K 0.06% 161
2022
Q2 		$1.25M Buy
9,898
+2,061
+26% +$270K 0.07% 159
2022
Q1 		$1.08M Buy
7,837
+79
+1% +$9.92K 0.05% 191
2021
Q4 		$913K Buy
7,758
+25
+0.3% +$2.96K 0.04% 206
2021
Q3 		$984K Sell
7,733
-308
-4% -$40.7K 0.05% 179
2021
Q2 		$1.05M Sell
8,041
-1,691
-17% -$218K 0.06% 162
2021
Q1 		$1.12M Sell
9,732
-2,514
-21% -$277K 0.06% 139
2020
Q4 		$1.35M Sell
12,246
-258
-2% -$25.4K 0.08% 114
2020
Q3 		$1.18M Buy
12,504
+9,913
+383% +$925K 0.09% 108
2020
Q2 		$251K Buy
+2,591
New +$255K 0.02% 281
2020
Q1 		– Sell
-1,814
Closed -$204K – 297
2019
Q4 		$204K Sell
1,814
-84
-4% -$9.17K 0.02% 324
2019
Q3 		$206K Buy
+1,898
New +$198K 0.02% 300

Other funds holding ALL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Mission Wealth Management increased its Allstate (ALL) stake by 10% in Q2 2026, buying an estimated $168K and bringing the position to 8,246 shares worth $1.96M. The position accounts for 0.02% of the portfolio, ranked #316.

Mission Wealth Management first reported a position in ALL in Q3 2019 and has held it in 27 quarters since. 1,744 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Mission Wealth Management held 8,246 shares of Allstate worth $1.96M as of Q2 2026.
  • Mission Wealth Management bought 772 Allstate shares in Q2 2026, an estimated $168K.
  • Allstate made up 0.02% of Mission Wealth Management's portfolio in Q2 2026, its #316 holding.
  • Mission Wealth Management first reported a position in Allstate in Q3 2019 and has held it in 27 quarters since.
  • 1,744 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.