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Retirement Wealth Solutions’s Allstate ALL Stock Holding History

Retirement Wealth Solutions’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 		$6.66K Sell
30
-2
-6% -$507 ﹤0.01% 326
2026
Q2 		$7.62K Buy
32
+24
+300% +$5.22K ﹤0.01% 266
2026
Q1 		$1.66K Buy
8
+3
+60% +$615 ﹤0.01% 544
2025
Q4 		$1.04K Sell
5
-14
-74% -$2.87K ﹤0.01% 576
2025
Q3 		$4.08K Buy
+19
New +$3.83K ﹤0.01% 342

Other funds holding ALL

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return

Retirement Wealth Solutions's ALL Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its Allstate (ALL) stake by 6.3% in Q3 2026, selling an estimated $507 and leaving 30 shares worth $6.66K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

Retirement Wealth Solutions first reported a position in ALL in Q3 2025 and has held it in 5 quarters since. The position peaked at $7.62K in Q2 2026. 61 funds tracked by Wall St. Rank hold ALL as of Q3 2026.

  • Retirement Wealth Solutions held 30 shares of Allstate worth $6.66K as of Q3 2026.
  • Retirement Wealth Solutions sold 2 Allstate shares in Q3 2026, an estimated $507.
  • Allstate made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #326 holding.
  • Retirement Wealth Solutions first reported a position in Allstate in Q3 2025 and has held it in 5 quarters since.
  • Retirement Wealth Solutions's Allstate position peaked at $7.62K in Q2 2026.
  • 61 funds tracked by Wall St. Rank held Allstate as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.