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Private Wealth Management Group’s Allstate ALL Stock Holding History

Private Wealth Management Group’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 		$51.2K Hold
215
– – 0.01% 241
2026
Q1 		$44.6K Hold
215
– – 0.01% 206
2025
Q4 		$44.8K Sell
215
-6
-3% -$1.23K 0.01% 206
2025
Q3 		$47.4K Hold
221
– – 0.01% 200
2025
Q2 		$44.5K Hold
221
– – 0.01% 185
2025
Q1 		$45.8K Hold
221
– – 0.02% 176
2024
Q4 		$42.6K Hold
221
– – 0.02% 186
2024
Q3 		$41.9K Buy
221
+46
+26% +$8.17K 0.02% 179
2024
Q2 		$27.9K Hold
175
– – 0.01% 225
2024
Q1 		$30.3K Sell
175
-1
-0.6% -$158 0.01% 209
2023
Q4 		$24.6K Buy
+176
New +$22.9K 0.01% 239

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

Private Wealth Management Group's ALL Position: Q2 2026 in Review

Private Wealth Management Group held its Allstate (ALL) position steady in Q2 2026 at 215 shares worth $51.2K. The position accounts for 0.01% of the portfolio, ranked #241.

Private Wealth Management Group first reported a position in ALL in Q4 2023 and has held it in 11 quarters since. 1,744 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Private Wealth Management Group held 215 shares of Allstate worth $51.2K as of Q2 2026.
  • Private Wealth Management Group left its Allstate share count unchanged in Q2 2026.
  • Allstate made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #241 holding.
  • Private Wealth Management Group first reported a position in Allstate in Q4 2023 and has held it in 11 quarters since.
  • 1,744 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.