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Modera Wealth Management’s Allstate ALL Stock Holding History

Modera 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 		$535K Buy
2,251
+1
+0% +$217 0.01% 445
2026
Q1 		$466K Sell
2,250
-99
-4% -$20.3K 0.01% 445
2025
Q4 		$489K Buy
2,349
+105
+5% +$21.5K 0.01% 459
2025
Q3 		$482K Buy
2,244
+16
+0.7% +$3.23K 0.01% 461
2025
Q2 		$448K Buy
2,228
+21
+1% +$4.19K 0.01% 466
2025
Q1 		$457K Sell
2,207
-409
-16% -$79.7K 0.01% 451
2024
Q4 		$504K Buy
2,616
+145
+6% +$28.1K 0.01% 437
2024
Q3 		$469K Buy
2,471
+640
+35% +$114K 0.01% 425
2024
Q2 		$292K Sell
1,831
-159
-8% -$26.5K ﹤0.01% 482
2024
Q1 		$344K Buy
1,990
+113
+6% +$17.8K 0.01% 453
2023
Q4 		$263K Buy
1,877
+54
+3% +$7.04K ﹤0.01% 490
2023
Q3 		$203K Buy
+1,823
New +$199K ﹤0.01% 516
2023
Q1 		– Sell
-1,654
Closed -$224K – 361
2022
Q4 		$224K Sell
1,654
-87
-5% -$11.4K 0.01% 319
2022
Q3 		$217K Hold
1,741
– – 0.01% 291
2022
Q2 		$221K Buy
+1,741
New +$228K 0.01% 303
2022
Q1 		– Sell
-5,612
Closed -$660K – 361
2021
Q4 		$660K Buy
+5,612
New +$664K 0.03% 224

Other funds holding ALL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

Modera Wealth Management increased its Allstate (ALL) stake by 0.04% in Q2 2026, buying an estimated $217 and bringing the position to 2,251 shares worth $535K. The position accounts for 0.01% of the portfolio, ranked #445.

Modera Wealth Management first reported a position in ALL in Q4 2021 and has held it in 16 quarters since. The position peaked at $660K in Q4 2021. 1,071 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Modera Wealth Management held 2,251 shares of Allstate worth $535K as of Q2 2026.
  • Modera Wealth Management bought 1 Allstate share in Q2 2026, an estimated $217.
  • Allstate made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #445 holding.
  • Modera Wealth Management first reported a position in Allstate in Q4 2021 and has held it in 16 quarters since.
  • Modera Wealth Management's Allstate position peaked at $660K in Q4 2021.
  • 1,071 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.