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Principia Wealth Advisory’s Allstate ALL Stock Holding History

Principia Wealth Advisory’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 		$5.24K Buy
22
+3
+16% +$652 ﹤0.01% 360
2026
Q1 		$3.94K Buy
19
+2
+12% +$410 ﹤0.01% 346
2025
Q4 		$3.54K Buy
17
+2
+13% +$409 ﹤0.01% 336
2025
Q3 		$3.22K Hold
15
– – ﹤0.01% 356
2025
Q2 		$3.02K Buy
15
+5
+50% +$998 ﹤0.01% 307
2025
Q1 		$1.93K Buy
10
+3
+43% +$584 ﹤0.01% 287
2024
Q4 		$1.35K Buy
+7
New +$1.36K ﹤0.01% 304

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 $3.38T AUM 44.17% 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

Principia Wealth Advisory's ALL Position: Q2 2026 in Review

Principia Wealth Advisory increased its Allstate (ALL) stake by 16% in Q2 2026, buying an estimated $652 and bringing the position to 22 shares worth $5.24K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

Principia Wealth Advisory first reported a position in ALL in Q4 2024 and has held it in 7 quarters since. 1,755 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Principia Wealth Advisory held 22 shares of Allstate worth $5.24K as of Q2 2026.
  • Principia Wealth Advisory bought 3 Allstate shares in Q2 2026, an estimated $652.
  • Allstate made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #360 holding.
  • Principia Wealth Advisory first reported a position in Allstate in Q4 2024 and has held it in 7 quarters since.
  • 1,755 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.