MWM
ALL icon

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
Q1 		$373K Hold
1,800
– – 0.01% 560
2025
Q4 		$375K Hold
1,800
– – 0.01% 562
2025
Q3 		$386K Buy
+1,800
New +$363K 0.01% 541
2025
Q2 		– Hold
0
– – – 548
2025
Q1 		– Hold
0
– – – 512

Other funds holding ALL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mission Wealth Management's ALL Position: Q1 2026 in Review

Mission Wealth Management reduced its Allstate (ALL) stake by 15% in Q1 2026, selling an estimated $278K and leaving 7,474 shares worth $1.55M. The position accounts for 0.03% of the portfolio, ranked #252.

Mission Wealth Management first reported a position in ALL in Q3 2019 and has held it in 26 quarters since. The position peaked at $1.88M in Q3 2025. 1,677 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

  • Mission Wealth Management held 7,474 shares of Allstate worth $1.55M as of Q1 2026.
  • Mission Wealth Management sold 1,354 Allstate shares in Q1 2026, an estimated $278K.
  • Allstate made up 0.03% of Mission Wealth Management's portfolio in Q1 2026, its #252 holding.
  • Mission Wealth Management first reported a position in Allstate in Q3 2019 and has held it in 26 quarters since.
  • Mission Wealth Management's Allstate position peaked at $1.88M in Q3 2025.
  • 1,677 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.