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Olistico Wealth’s Allstate ALL Stock Holding History

Olistico 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
Q3 		$72.8K Hold
328
– – 0.03% 143
2026
Q2 		$78K Sell
328
-8
-2% -$1.74K 0.03% 137
2026
Q1 		$69.7K Hold
336
– – 0.03% 143
2025
Q4 		$69.9K Buy
+336
New +$68.8K 0.03% 135
2025
Q3 		– Sell
-276
Closed -$55.6K – 104
2025
Q2 		$55.6K Sell
276
-1,978
-88% -$395K 0.03% 156
2025
Q1 		$467K Hold
2,254
– – 0.29% 63
2024
Q4 		$435K Hold
2,254
– – 0.25% 69
2024
Q3 		$427K Hold
2,254
– – 0.26% 73
2024
Q2 		$360K Hold
2,254
– – 0.23% 79
2024
Q1 		$390K Hold
2,254
– – 0.28% 75
2023
Q4 		$316K Hold
2,254
– – 0.25% 81
2023
Q3 		$251K Hold
2,254
– – 0.22% 92
2023
Q2 		$246K Hold
2,254
– – 0.21% 98
2023
Q1 		$250K Sell
2,254
-5
-0.2% -$632 0.24% 88
2022
Q4 		$306K Buy
+2,259
New +$295K 0.33% 77

Other funds holding ALL

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return

Olistico Wealth's ALL Position: Q3 2026 in Review

Olistico Wealth held its Allstate (ALL) position steady in Q3 2026 at 328 shares worth $72.8K. The position accounts for 0.03% of the portfolio, ranked #143.

Olistico Wealth first reported a position in ALL in Q4 2022 and has held it in 15 quarters since. The position peaked at $467K in Q1 2025. 69 funds tracked by Wall St. Rank hold ALL as of Q3 2026.

  • Olistico Wealth held 328 shares of Allstate worth $72.8K as of Q3 2026.
  • Olistico Wealth left its Allstate share count unchanged in Q3 2026.
  • Allstate made up 0.03% of Olistico Wealth's portfolio in Q3 2026, its #143 holding.
  • Olistico Wealth first reported a position in Allstate in Q4 2022 and has held it in 15 quarters since.
  • Olistico Wealth's Allstate position peaked at $467K in Q1 2025.
  • 69 funds tracked by Wall St. Rank held Allstate as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.