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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
2026
Q2 		$400K Sell
1,684
-9
-0.5% -$1.96K 0.01% 409
2026
Q1 		$351K Buy
1,693
+161
+11% +$33K 0.01% 430
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

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

SageView Advisory Group's ALL Position: Q2 2026 in Review

SageView Advisory Group reduced its Allstate (ALL) stake by 0.53% in Q2 2026, selling an estimated $1.96K and leaving 1,684 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #409.

SageView Advisory Group first reported a position in ALL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.22M in Q4 2024. 1,752 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • SageView Advisory Group held 1,684 shares of Allstate worth $400K as of Q2 2026.
  • SageView Advisory Group sold 9 Allstate shares in Q2 2026, an estimated $1.96K.
  • Allstate made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #409 holding.
  • SageView Advisory Group first reported a position in Allstate in Q4 2023 and has held it in 11 quarters since.
  • SageView Advisory Group's Allstate position peaked at $1.22M in Q4 2024.
  • 1,752 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.