MFS
ALL icon

Montgomery Financial Services’s Allstate ALL Stock Holding History

Montgomery Financial Services’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 		$12.4K Buy
+52
New +$11.3K 0.01% 155

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Montgomery Financial Services's ALL Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Allstate (ALL) in Q2 2026: 52 shares worth $12.4K. The stake represents 0.01% of the portfolio and ranks #155 among its holdings.

1,673 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Montgomery Financial Services held 52 shares of Allstate worth $12.4K as of Q2 2026.
  • Allstate was a new Montgomery Financial Services position in Q2 2026.
  • Allstate made up 0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #155 holding.
  • 1,673 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.