SFG
ALL icon

Sovereign Financial Group’s Allstate ALL Stock Holding History

Sovereign Financial 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 		$1.23M Buy
5,182
+174
+3% +$37.8K 0.19% 94
2026
Q1 		$1.04M Buy
5,008
+39
+0.8% +$8K 0.18% 107
2025
Q4 		$1.03M Buy
4,969
+35
+0.7% +$7.17K 0.18% 100
2025
Q3 		$1.06M Sell
4,934
-58
-1% -$11.7K 0.2% 95
2025
Q2 		$1M Sell
4,992
-40
-0.8% -$7.98K 0.21% 93
2025
Q1 		$1.04M Sell
5,032
-23
-0.5% -$4.48K 0.24% 81
2024
Q4 		$974K Buy
5,055
+11
+0.2% +$2.13K 0.22% 86
2024
Q3 		$957K Sell
5,044
-1
-0% -$178 0.22% 85
2024
Q2 		$806K Sell
5,045
-115
-2% -$19.2K 0.2% 98
2024
Q1 		$893K Sell
5,160
-11
-0.2% -$1.74K 0.24% 84
2023
Q4 		$724K Buy
5,171
+16
+0.3% +$2.09K 0.22% 84
2023
Q3 		$574K Sell
5,155
-49
-0.9% -$5.35K 0.2% 101
2023
Q2 		$567K Sell
5,204
-87
-2% -$9.87K 0.18% 125
2023
Q1 		$586K Buy
5,291
+86
+2% +$10.9K 0.22% 111
2022
Q4 		$706K Buy
5,205
+571
+12% +$74.7K 0.28% 93
2022
Q3 		$577K Buy
4,634
+72
+2% +$8.95K 0.23% 98
2022
Q2 		$578K Buy
4,562
+502
+12% +$65.8K 0.23% 99
2022
Q1 		$562K Buy
4,060
+1,167
+40% +$146K 0.21% 107
2021
Q4 		$340K Buy
2,893
+1,159
+67% +$137K 0.14% 147
2021
Q3 		$221K Buy
+1,734
New +$229K 0.13% 152

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

Sovereign Financial Group's ALL Position: Q2 2026 in Review

Sovereign Financial Group increased its Allstate (ALL) stake by 3.5% in Q2 2026, buying an estimated $37.8K and bringing the position to 5,182 shares worth $1.23M. The position accounts for 0.19% of the portfolio, ranked #94.

Sovereign Financial Group first reported a position in ALL in Q3 2021 and has held it in 20 quarters since. 1,744 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Sovereign Financial Group held 5,182 shares of Allstate worth $1.23M as of Q2 2026.
  • Sovereign Financial Group bought 174 Allstate shares in Q2 2026, an estimated $37.8K.
  • Allstate made up 0.19% of Sovereign Financial Group's portfolio in Q2 2026, its #94 holding.
  • Sovereign Financial Group first reported a position in Allstate in Q3 2021 and has held it in 20 quarters since.
  • 1,744 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.