Richards, Merrill & Peterson
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Richards, Merrill & Peterson’s Allstate ALL Stock Holding History

Richards, Merrill & Peterson’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 		$161K Hold
725
– – 0.05% 198
2026
Q2 		$173K Buy
+725
New +$158K 0.05% 197
2026
Q1 		– Sell
-725
Closed -$151K – 284
2025
Q4 		$151K Buy
+725
New +$148K 0.06% 180
2025
Q2 		– Sell
-685
Closed -$142K – 210
2025
Q1 		$142K Hold
685
– – 0.07% 166
2024
Q4 		$132K Buy
+685
New +$133K 0.07% 169

Other funds holding ALL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Richards, Merrill & Peterson's ALL Position: Q3 2026 in Review

Richards, Merrill & Peterson held its Allstate (ALL) position steady in Q3 2026 at 725 shares worth $161K. The position accounts for 0.05% of the portfolio, ranked #198.

Richards, Merrill & Peterson first reported a position in ALL in Q4 2024 and has held it in 5 quarters since. The position peaked at $173K in Q2 2026. 1,173 funds tracked by Wall St. Rank hold ALL as of Q3 2026.

  • Richards, Merrill & Peterson held 725 shares of Allstate worth $161K as of Q3 2026.
  • Richards, Merrill & Peterson left its Allstate share count unchanged in Q3 2026.
  • Allstate made up 0.05% of Richards, Merrill & Peterson's portfolio in Q3 2026, its #198 holding.
  • Richards, Merrill & Peterson first reported a position in Allstate in Q4 2024 and has held it in 5 quarters since.
  • Richards, Merrill & Peterson's Allstate position peaked at $173K in Q2 2026.
  • 1,173 funds tracked by Wall St. Rank held Allstate as of Q3 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q3 2026, filed 19 Oct 2026.