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Summit Financial Wealth Advisors’s Allstate ALL Stock Holding History

Summit Financial 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 		$318K Buy
1,336
+64
+5% +$13.9K 0.04% 170
2026
Q1 		$264K Buy
1,272
+23
+2% +$4.71K 0.04% 163
2025
Q4 		$260K Hold
1,249
– – 0.04% 166
2025
Q3 		$263K Sell
1,249
-1
-0.1% -$202 0.04% 153
2025
Q2 		$252K Buy
1,250
+101
+9% +$20.1K 0.05% 144
2025
Q1 		$238K Sell
1,149
-180
-14% -$35.1K 0.05% 131
2024
Q4 		$255K Hold
1,329
– – 0.05% 131
2024
Q3 		$252K Sell
1,329
-32
-2% -$5.68K 0.05% 129
2024
Q2 		$217K Buy
1,361
+32
+2% +$5.34K 0.04% 129
2024
Q1 		$230K Buy
+1,329
New +$210K 0.05% 123
2023
Q4 		– Sell
-2,354
Closed -$305K – 129
2023
Q3 		$305K Hold
2,354
– – 0.08% 93
2023
Q2 		$257K Hold
2,354
– – 0.06% 106
2023
Q1 		$261K Hold
2,354
– – 0.06% 112
2022
Q4 		$319K Buy
2,354
+57
+2% +$7.45K 0.08% 103
2022
Q3 		$282K Hold
2,297
– – 0.08% 102
2022
Q2 		$268K Hold
2,297
– – 0.06% 111
2022
Q1 		$318K Hold
2,297
– – 0.06% 102
2021
Q4 		$278K Hold
2,297
– – 0.05% 113
2021
Q3 		$292K Hold
2,297
– – 0.07% 102
2021
Q2 		$300K Buy
+2,297
New +$297K 0.07% 100
2020
Q3 		– Sell
-2,667
Closed -$235K – 120
2020
Q2 		$235K Sell
2,667
-3,462
-56% -$340K 0.06% 108
2020
Q1 		$573K Sell
6,129
-3,931
-39% -$427K 0.18% 63
2019
Q4 		$1.17M Sell
10,060
-4,015
-29% -$438K 0.29% 56
2019
Q3 		$1.52M Sell
14,075
-2,851
-17% -$298K 0.37% 55
2019
Q2 		$1.72M Sell
16,926
-7,944
-32% -$776K 0.42% 56
2019
Q1 		$2.38M Buy
24,870
+3,370
+16% +$305K 0.63% 49
2018
Q4 		$1.78M Sell
21,500
-11,578
-35% -$1.04M 0.58% 48
2018
Q3 		$3.07M Buy
+33,078
New +$3.23M 0.92% 35
2018
Q1 		– Sell
-34,751
Closed -$3.64M – 147
2017
Q4 		$3.64M Sell
34,751
-992
-3% -$97.7K 1.25% 20
2017
Q3 		$3.29M Sell
35,743
-11,580
-24% -$1.05M 1.19% 22
2017
Q2 		$4.18M Sell
47,323
-3,290
-7% -$279K 1.66% 14
2017
Q1 		$4.12M Sell
50,613
-4,764
-9% -$375K 1.8% 11
2016
Q4 		$4.11M Sell
55,377
-946
-2% -$66.6K 1.8% 11
2016
Q3 		$3.9M Sell
56,323
-21,051
-27% -$1.45M 1.69% 14
2016
Q2 		$5.41M Sell
77,374
-633
-0.8% -$42.4K 2.26% 12
2016
Q1 		$5.25M Buy
78,007
+1,584
+2% +$99.5K 2.3% 11
2015
Q4 		$4.75M Buy
76,423
+2,065
+3% +$128K 2.17% 11
2015
Q3 		$4.33M Sell
74,358
-1,027
-1% -$64.2K 2.8% 10
2015
Q2 		$4.89M Buy
75,385
+485
+0.6% +$33.2K 3.03% 6
2015
Q1 		$5.02M Buy
74,900
+240
+0.3% +$16.9K 3.4% 6
2014
Q4 		$5.25M Buy
+74,660
New +$4.91M 3.64% 7

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

Summit Financial Wealth Advisors's ALL Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Allstate (ALL) stake by 5% in Q2 2026, buying an estimated $13.9K and bringing the position to 1,336 shares worth $318K. The position accounts for 0.04% of the portfolio, ranked #170.

Summit Financial Wealth Advisors first reported a position in ALL in Q4 2014 and has held it in 41 quarters since. The position peaked at $5.41M in Q2 2016. 1,744 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Summit Financial Wealth Advisors held 1,336 shares of Allstate worth $318K as of Q2 2026.
  • Summit Financial Wealth Advisors bought 64 Allstate shares in Q2 2026, an estimated $13.9K.
  • Allstate made up 0.04% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #170 holding.
  • Summit Financial Wealth Advisors first reported a position in Allstate in Q4 2014 and has held it in 41 quarters since.
  • Summit Financial Wealth Advisors's Allstate position peaked at $5.41M in Q2 2016.
  • 1,744 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.