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Sard Wealth Management Group’s Allstate ALL Stock Holding History

Sard Wealth Management 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
Q1 		$204K Hold
986
– – 0.11% 58
2025
Q4 		$205K Hold
986
– – 0.11% 56
2025
Q3 		$212K Buy
+986
New +$199K 0.12% 52
2025
Q2 		– Sell
-985
Closed -$204K – 49
2025
Q1 		$204K Buy
+985
New +$192K 0.14% 46

Other funds holding ALL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sard Wealth Management Group's ALL Position: Q1 2026 in Review

Sard Wealth Management Group held its Allstate (ALL) position steady in Q1 2026 at 986 shares worth $204K. The position accounts for 0.11% of the portfolio, ranked #58.

Sard Wealth Management Group first reported a position in ALL in Q1 2025 and has held it in 4 quarters since. The position peaked at $212K in Q3 2025. 1,678 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

  • Sard Wealth Management Group held 986 shares of Allstate worth $204K as of Q1 2026.
  • Sard Wealth Management Group left its Allstate share count unchanged in Q1 2026.
  • Allstate made up 0.11% of Sard Wealth Management Group's portfolio in Q1 2026, its #58 holding.
  • Sard Wealth Management Group first reported a position in Allstate in Q1 2025 and has held it in 4 quarters since.
  • Sard Wealth Management Group's Allstate position peaked at $212K in Q3 2025.
  • 1,678 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Sard Wealth Management Group's 13F filing for Q1 2026, filed 10 Apr 2026.