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Simplicity Wealth’s Allstate ALL Stock Holding History

Simplicity Wealth’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 		$790K Buy
3,321
+2,153
+184% +$468K 0.03% 494
2026
Q1 		$242K Sell
1,168
-128
-10% -$26.2K 0.01% 665
2025
Q4 		$270K Buy
1,296
+280
+28% +$57.3K 0.02% 594
2025
Q3 		$218K Buy
+1,016
New +$205K 0.01% 650
2024
Q3 		– Sell
-5,665
Closed -$905K – 515
2024
Q2 		$905K Buy
5,665
+193
+4% +$32.2K 0.02% 564
2024
Q1 		$947K Buy
+5,472
New +$864K 0.02% 538

Other funds holding ALL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Simplicity Wealth's ALL Position: Q2 2026 in Review

Simplicity Wealth increased its Allstate (ALL) stake by 184% in Q2 2026, buying an estimated $468K and bringing the position to 3,321 shares worth $790K. The position accounts for 0.03% of the portfolio, ranked #494.

Simplicity Wealth first reported a position in ALL in Q1 2024 and has held it in 6 quarters since. The position peaked at $947K in Q1 2024. 1,156 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Simplicity Wealth held 3,321 shares of Allstate worth $790K as of Q2 2026.
  • Simplicity Wealth bought 2,153 Allstate shares in Q2 2026, an estimated $468K.
  • Allstate made up 0.03% of Simplicity Wealth's portfolio in Q2 2026, its #494 holding.
  • Simplicity Wealth first reported a position in Allstate in Q1 2024 and has held it in 6 quarters since.
  • Simplicity Wealth's Allstate position peaked at $947K in Q1 2024.
  • 1,156 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

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