SOA Wealth Advisors’s Allstate ALL Stock Holding History

SOA Wealth Advisors’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	$91.1K	Sell	383 -50	-12%	-$10.9K	0.02%	293
2026 Q1	$89.8K	Hold	433	–	–	0.02%	281
2025 Q4	$90.1K	Hold	433	–	–	0.02%	291
2025 Q3	$92.9K	Hold	433	–	–	0.02%	300
2025 Q2	$87.2K	Hold	433	–	–	0.02%	292
2025 Q1	$89.7K	Hold	433	–	–	0.02%	271
2024 Q4	$83.5K	Hold	433	–	–	0.02%	270
2024 Q3	$82.1K	Hold	433	–	–	0.02%	267
2024 Q2	$69.1K	Hold	433	–	–	0.01%	279
2024 Q1	$74.9K	Hold	433	–	–	0.02%	265
2023 Q4	$60.6K	Hold	433	–	–	0.01%	277
2023 Q3	$48.2K	Hold	433	–	–	0.01%	287
2023 Q2	$47.2K	Hold	433	–	–	0.01%	300
2023 Q1	$48K	Hold	433	–	–	0.01%	288
2022 Q4	$58.7K	Hold	433	–	–	0.02%	263
2022 Q3	$53K	Sell	433 -25	-5%	-$3.11K	0.02%	256
2022 Q2	$58K	Sell	458 -6	-1%	-$786	0.02%	250
2022 Q1	$64K	Hold	464	–	–	0.02%	277
2021 Q4	$54K	Hold	464	–	–	0.01%	289
2021 Q3	$59K	Hold	464	–	–	0.02%	284
2021 Q2	$60K	Buy	464 +5	+1%	+$646	0.02%	284
2021 Q1	$52K	Buy	459 +1	+0.2%	+$110	0.01%	266
2020 Q4	$48K	Buy	+458	New	+$45K	0.01%	269

Other funds holding ALL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

SOA Wealth Advisors's ALL Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Allstate (ALL) stake by 12% in Q2 2026, selling an estimated $10.9K and leaving 383 shares worth $91.1K. The position accounts for 0.02% of the portfolio, ranked #293.

SOA Wealth Advisors first reported a position in ALL in Q4 2020 and has held it in 23 quarters since. The position peaked at $92.9K in Q3 2025. 1,739 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

SOA Wealth Advisors held 383 shares of Allstate worth $91.1K as of Q2 2026.
SOA Wealth Advisors sold 50 Allstate shares in Q2 2026, an estimated $10.9K.
Allstate made up 0.02% of SOA Wealth Advisors's portfolio in Q2 2026, its #293 holding.
SOA Wealth Advisors first reported a position in Allstate in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Allstate position peaked at $92.9K in Q3 2025.
1,739 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.