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Roxbury Financial’s Allstate ALL Stock Holding History

Roxbury Financial’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 		– Sell
-100
Closed -$20.7K – 411
2026
Q1 		$20.7K Hold
100
– – 0.02% 251
2025
Q4 		$20.8K Hold
100
– – 0.02% 252
2025
Q3 		$21.5K Hold
100
– – 0.02% 245
2025
Q2 		$20.1K Hold
100
– – 0.02% 246
2025
Q1 		$19.9K Hold
100
– – 0.02% 244
2024
Q4 		$20.7K Buy
+100
New +$19.4K 0.02% 240

Other funds holding ALL

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Roxbury Financial's ALL Position: Q2 2026 in Review

Roxbury Financial sold out of Allstate (ALL) in Q2 2026, closing a stake of 100 shares — an estimated $20.7K sold.

Roxbury Financial first reported a position in ALL in Q4 2024 and held it in 6 quarters. The position peaked at $21.5K in Q3 2025. 514 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Roxbury Financial reported no remaining Allstate position as of Q2 2026 after selling out during the quarter.
  • Roxbury Financial sold 100 Allstate shares in Q2 2026, an estimated $20.7K.
  • Roxbury Financial first reported a position in Allstate in Q4 2024 and held it in 6 quarters.
  • Roxbury Financial's Allstate position peaked at $21.5K in Q3 2025.
  • 514 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.