Sage Private Wealth Group’s Allstate ALL Stock Holding History

Sage Private Wealth Group’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	$242K	Sell	1,017 -23	-2%	-$5K	0.11%	93
2026 Q1	$216K	Buy	+1,040	New	+$213K	0.11%	95
2022 Q4	–	Sell	-220	Closed	-$27K	–	53
2022 Q3	$27K	Sell	220 -8	-4%	-$994	0.04%	98
2022 Q2	$29K	Hold	228	–	–	0.04%	95
2022 Q1	$32K	Hold	228	–	–	0.03%	100
2021 Q4	$26K	Hold	228	–	–	0.03%	107
2021 Q3	$29K	Sell	228 -112	-33%	-$14.8K	0.04%	102
2021 Q2	$44K	Hold	340	–	–	0.06%	88
2021 Q1	$39K	Hold	340	–	–	0.07%	92
2020 Q4	$37K	Buy	+340	New	+$33.4K	0.1%	79

Other funds holding ALL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Sage Private Wealth Group's ALL Position: Q2 2026 in Review

Sage Private Wealth Group reduced its Allstate (ALL) stake by 2.2% in Q2 2026, selling an estimated $5K and leaving 1,017 shares worth $242K. The position accounts for 0.11% of the portfolio, ranked #93.

Sage Private Wealth Group first reported a position in ALL in Q4 2020 and has held it in 10 quarters since. 1,744 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

Sage Private Wealth Group held 1,017 shares of Allstate worth $242K as of Q2 2026.
Sage Private Wealth Group sold 23 Allstate shares in Q2 2026, an estimated $5K.
Allstate made up 0.11% of Sage Private Wealth Group's portfolio in Q2 2026, its #93 holding.
Sage Private Wealth Group first reported a position in Allstate in Q4 2020 and has held it in 10 quarters since.
1,744 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Sage Private Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.