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Physician Wealth Advisors’s Allstate ALL Stock Holding History

Physician Wealth Advisors’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 		$71.6K Buy
301
+8
+3% +$1.74K 0.01% 370
2026
Q1 		$60.8K Buy
293
+30
+11% +$6.15K 0.01% 362
2025
Q4 		$54.7K Sell
263
-54
-17% -$11.1K 0.01% 371
2025
Q3 		$68K Buy
317
+76
+32% +$15.3K 0.01% 323
2025
Q2 		$48.5K Buy
241
+26
+12% +$5.19K 0.01% 349
2025
Q1 		$44.5K Hold
215
– – 0.01% 354
2024
Q4 		$41.5K Buy
+215
New +$41.7K 0.01% 372

Other funds holding ALL

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

Physician Wealth Advisors's ALL Position: Q2 2026 in Review

Physician Wealth Advisors increased its Allstate (ALL) stake by 2.7% in Q2 2026, buying an estimated $1.74K and bringing the position to 301 shares worth $71.6K. The position accounts for 0.01% of the portfolio, ranked #370.

Physician Wealth Advisors first reported a position in ALL in Q4 2024 and has held it in 7 quarters since. 362 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Physician Wealth Advisors held 301 shares of Allstate worth $71.6K as of Q2 2026.
  • Physician Wealth Advisors bought 8 Allstate shares in Q2 2026, an estimated $1.74K.
  • Allstate made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #370 holding.
  • Physician Wealth Advisors first reported a position in Allstate in Q4 2024 and has held it in 7 quarters since.
  • 362 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.