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Summit Wealth Group (Colorado)’s Allstate ALL Stock Holding History

Summit Wealth Group (Colorado)’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 		$369K Buy
1,552
+28
+2% +$6.08K 0.03% 265
2026
Q1 		$316K Buy
1,524
+28
+2% +$5.74K 0.03% 252
2025
Q4 		$311K Buy
+1,496
New +$306K 0.04% 208

Other funds holding ALL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Summit Wealth Group (Colorado)'s ALL Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Allstate (ALL) stake by 1.8% in Q2 2026, buying an estimated $6.08K and bringing the position to 1,552 shares worth $369K. The position accounts for 0.03% of the portfolio, ranked #265.

Summit Wealth Group (Colorado) first reported a position in ALL in Q4 2025 and has held it in 3 quarters since. 782 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Summit Wealth Group (Colorado) held 1,552 shares of Allstate worth $369K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 28 Allstate shares in Q2 2026, an estimated $6.08K.
  • Allstate made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #265 holding.
  • Summit Wealth Group (Colorado) first reported a position in Allstate in Q4 2025 and has held it in 3 quarters since.
  • 782 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.