MSWM
ALL icon

Mowery & Schoenfeld Wealth Management’s Allstate ALL Stock Holding History

Mowery & Schoenfeld 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 		$124K Hold
520
– – 0.17% 84
2026
Q1 		$108K Hold
520
– – 0.16% 85
2025
Q4 		$108K Hold
520
– – 0.16% 89
2025
Q3 		$112K Buy
520
+518
+25,900% +$105K 0.19% 79
2025
Q2 		$403 Sell
2
-275
-99% -$54.9K ﹤0.01% 379
2025
Q1 		$57.4K Buy
277
+275
+13,750% +$53.6K 0.11% 121
2024
Q4 		$386 Buy
+2
New +$388 ﹤0.01% 470

Other funds holding ALL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's ALL Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Allstate (ALL) position steady in Q2 2026 at 520 shares worth $124K. The position accounts for 0.17% of the portfolio, ranked #84.

Mowery & Schoenfeld Wealth Management first reported a position in ALL in Q4 2024 and has held it in 7 quarters since. 1,173 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 520 shares of Allstate worth $124K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Allstate share count unchanged in Q2 2026.
  • Allstate made up 0.17% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #84 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Allstate in Q4 2024 and has held it in 7 quarters since.
  • 1,173 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.