Pacific Excel Wealth Advisors’s Allstate ALL Stock Holding History

Pacific Excel Wealth 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	$335K	Buy	+1,408	New	+$306K	0.13%	132

Other funds holding ALL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Pacific Excel Wealth Advisors's ALL Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in Allstate (ALL) in Q2 2026: 1,408 shares worth $335K. The stake represents 0.13% of the portfolio and ranks #132 among its holdings.

1,746 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

Pacific Excel Wealth Advisors held 1,408 shares of Allstate worth $335K as of Q2 2026.
Allstate was a new Pacific Excel Wealth Advisors position in Q2 2026.
Allstate made up 0.13% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #132 holding.
1,746 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.