SVWAG
ALL icon

Sound View Wealth Advisors Group’s Allstate ALL Stock Holding History

Sound View Wealth Advisors 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
Q1 		$377K Sell
1,817
-55
-3% -$11.3K 0.03% 309
2025
Q4 		$390K Buy
1,872
+323
+21% +$66.1K 0.03% 311
2025
Q3 		$332K Buy
1,549
+38
+3% +$7.67K 0.02% 337
2025
Q2 		$304K Buy
1,511
+3
+0.2% +$599 0.02% 346
2025
Q1 		$312K Buy
1,508
+171
+13% +$33.3K 0.03% 322
2024
Q4 		$258K Buy
1,337
+180
+16% +$34.9K 0.02% 364
2024
Q3 		$219K Buy
+1,157
New +$205K 0.02% 386

Other funds holding ALL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sound View Wealth Advisors Group's ALL Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Allstate (ALL) stake by 2.9% in Q1 2026, selling an estimated $11.3K and leaving 1,817 shares worth $377K. The position accounts for 0.03% of the portfolio, ranked #309.

Sound View Wealth Advisors Group first reported a position in ALL in Q3 2024 and has held it in 7 quarters since. The position peaked at $390K in Q4 2025. 1,677 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

  • Sound View Wealth Advisors Group held 1,817 shares of Allstate worth $377K as of Q1 2026.
  • Sound View Wealth Advisors Group sold 55 Allstate shares in Q1 2026, an estimated $11.3K.
  • Allstate made up 0.03% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #309 holding.
  • Sound View Wealth Advisors Group first reported a position in Allstate in Q3 2024 and has held it in 7 quarters since.
  • Sound View Wealth Advisors Group's Allstate position peaked at $390K in Q4 2025.
  • 1,677 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.