Riverbend Wealth Management
ALL icon

Riverbend Wealth Management’s Allstate ALL Stock Holding History

Riverbend Wealth Management’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 		$261K Sell
1,176
-55
-4% -$13.9K 0.12% 158
2026
Q2 		$293K Buy
1,231
+157
+15% +$34.1K 0.15% 151
2026
Q1 		$223K Buy
1,074
+105
+11% +$21.5K 0.13% 144
2025
Q4 		$202K Buy
+969
New +$198K 0.13% 147

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

Riverbend Wealth Management's ALL Position: Q3 2026 in Review

Riverbend Wealth Management reduced its Allstate (ALL) stake by 4.5% in Q3 2026, selling an estimated $13.9K and leaving 1,176 shares worth $261K. The position accounts for 0.12% of the portfolio, ranked #158.

Riverbend Wealth Management first reported a position in ALL in Q4 2025 and has held it in 4 quarters since. The position peaked at $293K in Q2 2026. 1,173 funds tracked by Wall St. Rank hold ALL as of Q3 2026.

  • Riverbend Wealth Management held 1,176 shares of Allstate worth $261K as of Q3 2026.
  • Riverbend Wealth Management sold 55 Allstate shares in Q3 2026, an estimated $13.9K.
  • Allstate made up 0.12% of Riverbend Wealth Management's portfolio in Q3 2026, its #158 holding.
  • Riverbend Wealth Management first reported a position in Allstate in Q4 2025 and has held it in 4 quarters since.
  • Riverbend Wealth Management's Allstate position peaked at $293K in Q2 2026.
  • 1,173 funds tracked by Wall St. Rank held Allstate as of Q3 2026.

Based on Riverbend Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.