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Mount Yale Investment Advisors’s Allstate ALL Stock Holding History

Mount Yale Investment Advisors’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 		$5.26M Buy
22,019
+2,731
+14% +$594K 0.1% 222
2026
Q1 		$4.02M Buy
19,288
+10,936
+131% +$2.24M 0.09% 220
2025
Q4 		$1.75M Buy
8,352
+3,169
+61% +$649K 0.08% 214
2025
Q3 		$1.12M Buy
5,183
+1,908
+58% +$385K 0.08% 258
2025
Q2 		$659K Buy
3,275
+350
+12% +$69.8K 0.05% 284
2025
Q1 		$606K Buy
+2,925
New +$570K 0.05% 287
2023
Q1 		– Sell
-1,979
Closed -$268K – 484
2022
Q4 		$268K Buy
1,979
+111
+6% +$14.5K 0.03% 378
2022
Q3 		$233K Buy
+1,868
New +$232K 0.03% 390
2019
Q1 		– Sell
-2,502
Closed -$232K – 313
2018
Q4 		$232K Sell
2,502
-313
-11% -$28.1K 0.05% 281
2018
Q3 		$260K Sell
2,815
-8
-0.3% -$780 0.05% 276
2018
Q2 		$258K Sell
2,823
-67,108
-96% -$6.38M 0.05% 273
2018
Q1 		$6.63M Buy
+69,931
New +$6.77M 1.42% 12

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

Mount Yale Investment Advisors's ALL Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Allstate (ALL) stake by 14% in Q2 2026, buying an estimated $594K and bringing the position to 22,019 shares worth $5.26M. The position accounts for 0.1% of the portfolio, ranked #222.

Mount Yale Investment Advisors first reported a position in ALL in Q1 2018 and has held it in 12 quarters since. The position peaked at $6.63M in Q1 2018. 1,753 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Mount Yale Investment Advisors held 22,019 shares of Allstate worth $5.26M as of Q2 2026.
  • Mount Yale Investment Advisors bought 2,731 Allstate shares in Q2 2026, an estimated $594K.
  • Allstate made up 0.1% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #222 holding.
  • Mount Yale Investment Advisors first reported a position in Allstate in Q1 2018 and has held it in 12 quarters since.
  • Mount Yale Investment Advisors's Allstate position peaked at $6.63M in Q1 2018.
  • 1,753 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.