Smith Salley Wealth Management’s Allstate ALL Stock Holding History

Smith Salley Wealth Management’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	$346K	Sell	1,454 -285	-16%	-$61.9K	0.02%	225
2026 Q1	$361K	Sell	1,739 -118	-6%	-$24.2K	0.02%	209
2025 Q4	$387K	Sell	1,857 -37	-2%	-$7.57K	0.02%	205
2025 Q3	$407K	Hold	1,894	–	–	0.02%	200
2025 Q2	$381K	Sell	1,894 -29	-2%	-$5.79K	0.02%	198
2025 Q1	$398K	Sell	1,923 -422	-18%	-$82.2K	0.03%	188
2024 Q4	$452K	Sell	2,345 -30	-1%	-$5.82K	0.03%	175
2024 Q3	$450K	Hold	2,375	–	–	0.03%	181
2024 Q2	$379K	Sell	2,375 -79	-3%	-$13.2K	0.03%	183
2024 Q1	$425K	Sell	2,454 -165	-6%	-$26K	0.03%	175
2023 Q4	$367K	Sell	2,619 -241	-8%	-$31.4K	0.02%	198
2023 Q3	$319K	Hold	2,860	–	–	0.02%	195
2023 Q2	$312K	Sell	2,860 -75	-3%	-$8.51K	0.02%	194
2023 Q1	$325K	Sell	2,935 -10	-0.3%	-$1.26K	0.03%	192
2022 Q4	$399K	Sell	2,945 -27	-0.9%	-$3.53K	0.03%	179
2022 Q3	$370K	Sell	2,972 -138	-4%	-$17.1K	0.03%	181
2022 Q2	$394K	Buy	3,110 +36	+1%	+$4.72K	0.03%	182
2022 Q1	$426K	Sell	3,074 -173	-5%	-$21.7K	0.03%	187
2021 Q4	$382K	Hold	3,247	–	–	0.03%	197
2021 Q3	$413K	Sell	3,247 -60	-2%	-$7.93K	0.03%	192
2021 Q2	$431K	Sell	3,307 -362	-10%	-$46.8K	0.03%	190
2021 Q1	$422K	Sell	3,669 -266	-7%	-$29.3K	0.04%	184
2020 Q4	$433K	Buy	3,935 +10	+0.3%	+$983	0.04%	164
2020 Q3	$369K	Sell	3,925 -12	-0.3%	-$1.12K	0.04%	148
2020 Q2	$382K	Hold	3,937	–	–	0.05%	138
2020 Q1	$361K	Sell	3,937 -59	-1%	-$6.42K	0.06%	134
2019 Q4	$449K	Sell	3,996 -144	-3%	-$15.7K	0.06%	134
2019 Q3	$450K	Sell	4,140 -79	-2%	-$8.24K	0.06%	131
2019 Q2	$429K	Buy	4,219 +148	+4%	+$14.5K	0.06%	131
2019 Q1	$383K	Sell	4,071 -24	-0.6%	-$2.17K	0.06%	134
2018 Q4	$338K	Buy	4,095 +3	+0.1%	+$269	0.06%	130
2018 Q3	$404K	Buy	4,092 +24	+0.6%	+$2.34K	0.06%	132
2018 Q2	$371K	Hold	4,068	–	–	0.06%	134
2018 Q1	$386K	Sell	4,068 -17	-0.4%	-$1.65K	0.07%	127
2017 Q4	$428K	Buy	4,085 +38	+0.9%	+$3.74K	0.08%	126
2017 Q3	$372K	Hold	4,047	–	–	0.07%	127
2017 Q2	$358K	Sell	4,047 -507	-11%	-$43K	0.07%	129
2017 Q1	$371K	Buy	4,554 +311	+7%	+$24.5K	0.08%	126
2016 Q4	$314K	Hold	4,243	–	–	0.07%	126
2016 Q3	$294K	Sell	4,243 -250	-6%	-$17.2K	0.07%	127
2016 Q2	$314K	Buy	4,493 +250	+6%	+$16.7K	0.07%	125
2016 Q1	$286K	Hold	4,243	–	–	0.07%	126
2015 Q4	$263K	Buy	4,243 +78	+2%	+$4.85K	0.07%	131
2015 Q3	$243K	Buy	4,165 +129	+3%	+$8.07K	0.07%	134
2015 Q2	$262K	Hold	4,036	–	–	0.07%	135
2015 Q1	$287K	Buy	4,036 +38	+1%	+$2.68K	0.07%	140
2014 Q4	$281K	Buy	3,998 +105	+3%	+$6.91K	0.07%	145
2014 Q3	$239K	Buy	3,893 +127	+3%	+$7.62K	0.06%	158
2014 Q2	$221K	Hold	3,766	–	–	0.06%	172
2014 Q1	$213K	Sell	3,766 -22	-0.6%	-$1.18K	0.13%	105
2013 Q4	$207K	Buy	+3,788	New	+$202K	0.14%	100

Other funds holding ALL

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Smith Salley Wealth Management's ALL Position: Q2 2026 in Review

Smith Salley Wealth Management reduced its Allstate (ALL) stake by 16% in Q2 2026, selling an estimated $61.9K and leaving 1,454 shares worth $346K. The position accounts for 0.02% of the portfolio, ranked #225.

Smith Salley Wealth Management first reported a position in ALL in Q4 2013 and has held it in 51 quarters since. The position peaked at $452K in Q4 2024. 514 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

Smith Salley Wealth Management held 1,454 shares of Allstate worth $346K as of Q2 2026.
Smith Salley Wealth Management sold 285 Allstate shares in Q2 2026, an estimated $61.9K.
Allstate made up 0.02% of Smith Salley Wealth Management's portfolio in Q2 2026, its #225 holding.
Smith Salley Wealth Management first reported a position in Allstate in Q4 2013 and has held it in 51 quarters since.
Smith Salley Wealth Management's Allstate position peaked at $452K in Q4 2024.
514 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.