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SMART Wealth’s Allstate ALL Stock Holding History

SMART 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 		$268K Sell
1,124
-232
-17% -$50.4K 0.06% 198
2026
Q1 		$281K Buy
1,356
+178
+15% +$36.5K 0.08% 173
2025
Q4 		$245K Buy
+1,178
New +$241K 0.07% 161
2025
Q3 		– Sell
-1,539
Closed -$310K – 144
2025
Q2 		$310K Buy
+1,539
New +$307K 0.1% 136

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

SMART Wealth's ALL Position: Q2 2026 in Review

SMART Wealth reduced its Allstate (ALL) stake by 17% in Q2 2026, selling an estimated $50.4K and leaving 1,124 shares worth $268K. The position accounts for 0.06% of the portfolio, ranked #198.

SMART Wealth first reported a position in ALL in Q2 2025 and has held it in 4 quarters since. The position peaked at $310K in Q2 2025. 1,751 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • SMART Wealth held 1,124 shares of Allstate worth $268K as of Q2 2026.
  • SMART Wealth sold 232 Allstate shares in Q2 2026, an estimated $50.4K.
  • Allstate made up 0.06% of SMART Wealth's portfolio in Q2 2026, its #198 holding.
  • SMART Wealth first reported a position in Allstate in Q2 2025 and has held it in 4 quarters since.
  • SMART Wealth's Allstate position peaked at $310K in Q2 2025.
  • 1,751 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

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