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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
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Perfromance Wealth Partners's ALL Position: Q2 2026 in Review

Perfromance Wealth Partners opened a new position in Allstate (ALL) in Q2 2026: 859 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #230 among its holdings. This is a return to the name: Perfromance Wealth Partners previously reported a position in ALL as recently as Q3 2025.

Perfromance Wealth Partners first reported a position in ALL in Q3 2025 and has held it in 2 quarters since. 1,752 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Perfromance Wealth Partners held 859 shares of Allstate worth $204K as of Q2 2026.
  • Allstate was a new Perfromance Wealth Partners position in Q2 2026.
  • Allstate made up 0.01% of Perfromance Wealth Partners's portfolio in Q2 2026, its #230 holding.
  • Perfromance Wealth Partners first reported a position in Allstate in Q3 2025 and has held it in 2 quarters since.
  • 1,752 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.