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Root Financial Partners’s Allstate ALL Stock Holding History

Root Financial Partners’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 		$293K Buy
1,230
+60
+5% +$13K 0.01% 295
2026
Q1 		$243K Buy
1,170
+53
+5% +$10.9K 0.01% 292
2025
Q4 		$233K Sell
1,117
-266
-19% -$54.5K 0.01% 269
2025
Q3 		$297K Buy
+1,383
New +$279K 0.02% 213
2025
Q2 		– Sell
-1,262
Closed -$261K – 255
2025
Q1 		$261K Buy
1,262
+113
+10% +$22K 0.03% 173
2024
Q4 		$222K Sell
1,149
-186
-14% -$36.1K 0.03% 191
2024
Q3 		$253K Buy
+1,335
New +$237K 0.04% 133

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

Root Financial Partners's ALL Position: Q2 2026 in Review

Root Financial Partners increased its Allstate (ALL) stake by 5.1% in Q2 2026, buying an estimated $13K and bringing the position to 1,230 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #295.

Root Financial Partners first reported a position in ALL in Q3 2024 and has held it in 7 quarters since. The position peaked at $297K in Q3 2025. 1,751 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Root Financial Partners held 1,230 shares of Allstate worth $293K as of Q2 2026.
  • Root Financial Partners bought 60 Allstate shares in Q2 2026, an estimated $13K.
  • Allstate made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #295 holding.
  • Root Financial Partners first reported a position in Allstate in Q3 2024 and has held it in 7 quarters since.
  • Root Financial Partners's Allstate position peaked at $297K in Q3 2025.
  • 1,751 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.