Sterling Wealth Management
ALL icon

Sterling Wealth Management’s Allstate ALL Stock Holding History

Sterling 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
Q3 		$233K Hold
1,052
– – 0.06% 110
2026
Q2 		$250K Hold
1,052
– – 0.06% 107
2026
Q1 		$218K Hold
1,052
– – 0.06% 104
2025
Q4 		$219K Hold
1,052
– – 0.06% 100
2025
Q3 		$226K Sell
1,052
-1
-0.1% -$202 0.07% 97
2025
Q2 		$212K Buy
+1,053
New +$210K 0.07% 103
2024
Q4 		$202K Buy
+1,048
New +$203K 0.07% 106

Other funds holding ALL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sterling Wealth Management's ALL Position: Q3 2026 in Review

Sterling Wealth Management held its Allstate (ALL) position steady in Q3 2026 at 1,052 shares worth $233K. The position accounts for 0.06% of the portfolio, ranked #110.

Sterling Wealth Management first reported a position in ALL in Q4 2024 and has held it in 7 quarters since. The position peaked at $250K in Q2 2026. 1,075 funds tracked by Wall St. Rank hold ALL as of Q3 2026.

  • Sterling Wealth Management held 1,052 shares of Allstate worth $233K as of Q3 2026.
  • Sterling Wealth Management left its Allstate share count unchanged in Q3 2026.
  • Allstate made up 0.06% of Sterling Wealth Management's portfolio in Q3 2026, its #110 holding.
  • Sterling Wealth Management first reported a position in Allstate in Q4 2024 and has held it in 7 quarters since.
  • Sterling Wealth Management's Allstate position peaked at $250K in Q2 2026.
  • 1,075 funds tracked by Wall St. Rank held Allstate as of Q3 2026.

Based on Sterling Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.