Root Financial Partners
ALL icon

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
Q3 		$302K Buy
1,361
+131
+11% +$33.2K 0.01% 316
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Root Financial Partners's ALL Position: Q3 2026 in Review

Root Financial Partners increased its Allstate (ALL) stake by 11% in Q3 2026, buying an estimated $33.2K and bringing the position to 1,361 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #316.

Root Financial Partners first reported a position in ALL in Q3 2024 and has held it in 8 quarters since. 685 funds tracked by Wall St. Rank hold ALL as of Q3 2026.

  • Root Financial Partners held 1,361 shares of Allstate worth $302K as of Q3 2026.
  • Root Financial Partners bought 131 Allstate shares in Q3 2026, an estimated $33.2K.
  • Allstate made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #316 holding.
  • Root Financial Partners first reported a position in Allstate in Q3 2024 and has held it in 8 quarters since.
  • 685 funds tracked by Wall St. Rank held Allstate as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.