Mosley Wealth Management
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Mosley Wealth Management’s Allstate ALL Stock Holding History

Mosley 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
Q3 		$68K Buy
284
+3
+1% +$761 0.02% 242
2026
Q2 		$66.9K Buy
281
+4
+1% +$869 0.02% 226
2026
Q1 		$59.5K Buy
+277
New +$56.8K 0.03% 197

Other funds holding ALL

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Mosley Wealth Management's ALL Position: Q3 2026 in Review

Mosley Wealth Management increased its Allstate (ALL) stake by 1.1% in Q3 2026, buying an estimated $761 and bringing the position to 284 shares worth $68K. The position accounts for 0.02% of the portfolio, ranked #242.

Mosley Wealth Management first reported a position in ALL in Q1 2026 and has held it in 3 quarters since. 1,390 funds tracked by Wall St. Rank hold ALL as of Q3 2026.

  • Mosley Wealth Management held 284 shares of Allstate worth $68K as of Q3 2026.
  • Mosley Wealth Management bought 3 Allstate shares in Q3 2026, an estimated $761.
  • Allstate made up 0.02% of Mosley Wealth Management's portfolio in Q3 2026, its #242 holding.
  • Mosley Wealth Management first reported a position in Allstate in Q1 2026 and has held it in 3 quarters since.
  • 1,390 funds tracked by Wall St. Rank held Allstate as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.