Morton Brown Family Wealth’s Allstate ALL Stock Holding History

Morton Brown Family Wealth’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	$952	Buy	+4	New	+$869	﹤0.01%	317

Other funds holding ALL

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Morton Brown Family Wealth's ALL Position: Q2 2026 in Review

Morton Brown Family Wealth opened a new position in Allstate (ALL) in Q2 2026: 4 shares worth $952. The stake represents ﹤0.01% of the portfolio and ranks #317 among its holdings.

514 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

Morton Brown Family Wealth held 4 shares of Allstate worth $952 as of Q2 2026.
Allstate was a new Morton Brown Family Wealth position in Q2 2026.
Allstate made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #317 holding.
514 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.