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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
Q2 		$235K Hold
986
– – 0.11% 55
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 $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 $3.38T AUM 44.17% 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

Sard Wealth Management Group's ALL Position: Q2 2026 in Review

Sard Wealth Management Group held its Allstate (ALL) position steady in Q2 2026 at 986 shares worth $235K. The position accounts for 0.11% of the portfolio, ranked #55.

Sard Wealth Management Group first reported a position in ALL in Q1 2025 and has held it in 5 quarters since. 1,755 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Sard Wealth Management Group held 986 shares of Allstate worth $235K as of Q2 2026.
  • Sard Wealth Management Group left its Allstate share count unchanged in Q2 2026.
  • Allstate made up 0.11% of Sard Wealth Management Group's portfolio in Q2 2026, its #55 holding.
  • Sard Wealth Management Group first reported a position in Allstate in Q1 2025 and has held it in 5 quarters since.
  • 1,755 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Sard Wealth Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.