Perfromance Wealth Partners
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Perfromance Wealth Partners’s Allstate ALL Stock Holding History

Perfromance Wealth Partners’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 		$268K Buy
1,209
+350
+41% +$88.8K 0.01% 182
2026
Q2 		$204K Buy
+859
New +$187K 0.01% 230
2025
Q4 		– Sell
-936
Closed -$201K – 200
2025
Q3 		$201K Buy
+936
New +$189K 0.01% 201

Other funds holding ALL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Perfromance Wealth Partners's ALL Position: Q3 2026 in Review

Perfromance Wealth Partners increased its Allstate (ALL) stake by 41% in Q3 2026, buying an estimated $88.8K and bringing the position to 1,209 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #182.

Perfromance Wealth Partners first reported a position in ALL in Q3 2025 and has held it in 3 quarters since. 1,537 funds tracked by Wall St. Rank hold ALL as of Q3 2026.

  • Perfromance Wealth Partners held 1,209 shares of Allstate worth $268K as of Q3 2026.
  • Perfromance Wealth Partners bought 350 Allstate shares in Q3 2026, an estimated $88.8K.
  • Allstate made up 0.01% of Perfromance Wealth Partners's portfolio in Q3 2026, its #182 holding.
  • Perfromance Wealth Partners first reported a position in Allstate in Q3 2025 and has held it in 3 quarters since.
  • 1,537 funds tracked by Wall St. Rank held Allstate as of Q3 2026.

Based on Perfromance Wealth Partners's 13F filing for Q3 2026, filed 12 Nov 2026.