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
2025 Q4	–	Sell	-936	Closed	-$201K	–	200
2025 Q3	$201K	Buy	+936	New	+$189K	0.01%	201

Other funds holding ALL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Perfromance Wealth Partners's ALL Position: Q4 2025 in Review

Perfromance Wealth Partners sold out of Allstate (ALL) in Q4 2025, closing a stake of 936 shares — an estimated $201K sold.

Perfromance Wealth Partners first reported a position in ALL in Q3 2025 and held it in 1 quarter. The position peaked at $201K in Q3 2025. 1,684 funds tracked by Wall St. Rank hold ALL as of Q4 2025.

Perfromance Wealth Partners reported no remaining Allstate position as of Q4 2025 after selling out during the quarter.
Perfromance Wealth Partners sold 936 Allstate shares in Q4 2025, an estimated $201K.
Perfromance Wealth Partners first reported a position in Allstate in Q3 2025 and held it in 1 quarter.
Perfromance Wealth Partners's Allstate position peaked at $201K in Q3 2025.
1,684 funds tracked by Wall St. Rank held Allstate as of Q4 2025.

Based on Perfromance Wealth Partners's 13F filing for Q4 2025, filed 21 Jan 2026.