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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Peterson Wealth Services's ALL Position: Q2 2026 in Review

Peterson Wealth Services reduced its Allstate (ALL) stake by 5.1% in Q2 2026, selling an estimated $18K and leaving 1,551 shares worth $369K. The position accounts for 0.08% of the portfolio, ranked #105.

Peterson Wealth Services first reported a position in ALL in Q1 2022 and has held it in 18 quarters since. 793 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Peterson Wealth Services held 1,551 shares of Allstate worth $369K as of Q2 2026.
  • Peterson Wealth Services sold 83 Allstate shares in Q2 2026, an estimated $18K.
  • Allstate made up 0.08% of Peterson Wealth Services's portfolio in Q2 2026, its #105 holding.
  • Peterson Wealth Services first reported a position in Allstate in Q1 2022 and has held it in 18 quarters since.
  • 793 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.