MWM
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Modern Wealth Management’s Allstate ALL Stock Holding History

Modern 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 		$629K Buy
2,644
+701
+36% +$152K 0.01% 646
2026
Q1 		$397K Buy
1,943
+663
+52% +$136K 0.01% 625
2025
Q4 		$267K Buy
1,280
+35
+3% +$7.17K ﹤0.01% 717
2025
Q3 		$267K Sell
1,245
-19
-2% -$3.83K 0.01% 679
2025
Q2 		$255K Buy
+1,264
New +$252K 0.01% 661

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

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

Modern Wealth Management increased its Allstate (ALL) stake by 36% in Q2 2026, buying an estimated $152K and bringing the position to 2,644 shares worth $629K. The position accounts for 0.01% of the portfolio, ranked #646.

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

  • Modern Wealth Management held 2,644 shares of Allstate worth $629K as of Q2 2026.
  • Modern Wealth Management bought 701 Allstate shares in Q2 2026, an estimated $152K.
  • Allstate made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #646 holding.
  • Modern Wealth Management first reported a position in Allstate in Q2 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 Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.