Peterson Wealth Services
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Peterson Wealth Services’s Allstate ALL Stock Holding History

Peterson Wealth Services’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 		$341K Sell
1,539
-12
-0.8% -$3.04K 0.07% 111
2026
Q2 		$369K Sell
1,551
-83
-5% -$18K 0.08% 105
2026
Q1 		$339K Buy
1,634
+274
+20% +$56.2K 0.08% 106
2025
Q4 		$283K Sell
1,360
-2,724
-67% -$558K 0.07% 102
2025
Q3 		$291K Buy
4,084
+2,755
+207% +$556K 0.07% 106
2025
Q2 		$268K Buy
1,329
+6
+0.5% +$1.2K 0.07% 109
2025
Q1 		$274K Sell
1,323
-56
-4% -$10.9K 0.08% 110
2024
Q4 		$266K Buy
1,379
+108
+8% +$21K 0.08% 108
2024
Q3 		$241K Sell
1,271
-237
-16% -$42.1K 0.08% 112
2024
Q2 		$241K Sell
1,508
-92
-6% -$15.3K 0.08% 109
2024
Q1 		$277K Buy
1,600
+15
+0.9% +$2.37K 0.1% 106
2023
Q4 		$222K Sell
1,585
-479
-23% -$62.5K 0.1% 93
2023
Q3 		$230K Buy
2,064
+111
+6% +$12.1K 0.17% 62
2023
Q2 		$213K Buy
1,953
+40
+2% +$4.54K 0.1% 87
2023
Q1 		$212K Sell
1,913
-90
-4% -$11.4K 0.11% 91
2022
Q4 		$272K Buy
2,003
+13
+0.7% +$1.7K 0.16% 74
2022
Q3 		$248K Buy
1,990
+238
+14% +$29.6K 0.18% 78
2022
Q2 		$222K Buy
1,752
+116
+7% +$15.2K 0.16% 82
2022
Q1 		$227K Buy
+1,636
New +$205K 0.14% 83

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

Peterson Wealth Services's ALL Position: Q3 2026 in Review

Peterson Wealth Services reduced its Allstate (ALL) stake by 0.77% in Q3 2026, selling an estimated $3.04K and leaving 1,539 shares worth $341K. The position accounts for 0.07% of the portfolio, ranked #111.

Peterson Wealth Services first reported a position in ALL in Q1 2022 and has held it in 19 quarters since. The position peaked at $369K in Q2 2026. 1,537 funds tracked by Wall St. Rank hold ALL as of Q3 2026.

  • Peterson Wealth Services held 1,539 shares of Allstate worth $341K as of Q3 2026.
  • Peterson Wealth Services sold 12 Allstate shares in Q3 2026, an estimated $3.04K.
  • Allstate made up 0.07% of Peterson Wealth Services's portfolio in Q3 2026, its #111 holding.
  • Peterson Wealth Services first reported a position in Allstate in Q1 2022 and has held it in 19 quarters since.
  • Peterson Wealth Services's Allstate position peaked at $369K in Q2 2026.
  • 1,537 funds tracked by Wall St. Rank held Allstate as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.