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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
Q2 		$411K Sell
1,728
-89
-5% -$19.3K 0.03% 311
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 $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

Sound View Wealth Advisors Group's ALL Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Allstate (ALL) stake by 4.9% in Q2 2026, selling an estimated $19.3K and leaving 1,728 shares worth $411K. The position accounts for 0.03% of the portfolio, ranked #311.

Sound View Wealth Advisors Group first reported a position in ALL in Q3 2024 and has held it in 8 quarters since. 1,751 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Sound View Wealth Advisors Group held 1,728 shares of Allstate worth $411K as of Q2 2026.
  • Sound View Wealth Advisors Group sold 89 Allstate shares in Q2 2026, an estimated $19.3K.
  • Allstate made up 0.03% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #311 holding.
  • Sound View Wealth Advisors Group first reported a position in Allstate in Q3 2024 and has held it in 8 quarters since.
  • 1,751 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.