SageView Advisory Group’s Allstate ALL Stock Holding History

SageView Advisory 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
2025 Q4	$319K	Sell	1,532 -29	-2%	-$5.94K	0.01%	470
2025 Q3	$335K	Buy	1,561 +140	+10%	+$28.3K	0.01%	483
2025 Q2	$273K	Sell	1,421 -3,623	-72%	-$723K	0.01%	522
2025 Q1	$1.04M	Sell	5,044 -1,301	-21%	-$253K	0.04%	220
2024 Q4	$1.22M	Buy	6,345 +1,242	+24%	+$241K	0.05%	195
2024 Q3	$968K	Buy	5,103 +299	+6%	+$53.1K	0.05%	205
2024 Q2	$767K	Buy	4,804 +126	+3%	+$21K	0.04%	262
2024 Q1	$809K	Buy	4,678 +1,421	+44%	+$224K	0.04%	228
2023 Q4	$510K	Buy	+3,257	New	+$425K	0.02%	392

Other funds holding ALL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SageView Advisory Group's ALL Position: Q4 2025 in Review

SageView Advisory Group reduced its Allstate (ALL) stake by 1.9% in Q4 2025, selling an estimated $5.94K and leaving 1,532 shares worth $319K. The position accounts for 0.01% of the portfolio, ranked #470.

SageView Advisory Group first reported a position in ALL in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.22M in Q4 2024. 1,684 funds tracked by Wall St. Rank hold ALL as of Q4 2025.

SageView Advisory Group held 1,532 shares of Allstate worth $319K as of Q4 2025.
SageView Advisory Group sold 29 Allstate shares in Q4 2025, an estimated $5.94K.
Allstate made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #470 holding.
SageView Advisory Group first reported a position in Allstate in Q4 2023 and has held it in 9 quarters since.
SageView Advisory Group's Allstate position peaked at $1.22M in Q4 2024.
1,684 funds tracked by Wall St. Rank held Allstate as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.