Summit Wealth Partners’s Allstate ALL Stock Holding History

Summit Wealth Partners’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	$476K	Hold	2,000	–	–	0.07%	181
2026 Q1	$415K	Hold	2,000	–	–	0.07%	182
2025 Q4	$416K	Hold	2,000	–	–	0.08%	140
2025 Q3	$429K	Hold	2,000	–	–	0.08%	145
2025 Q2	$403K	Hold	2,000	–	–	0.08%	152
2025 Q1	$414K	Hold	2,000	–	–	0.08%	142
2024 Q4	$386K	Hold	2,000	–	–	0.08%	144
2024 Q3	$379K	Hold	2,000	–	–	0.07%	166
2024 Q2	$319K	Hold	2,000	–	–	0.07%	176
2024 Q1	$346K	Hold	2,000	–	–	0.07%	161
2023 Q4	$280K	Hold	2,000	–	–	0.07%	170
2023 Q3	$223K	Hold	2,000	–	–	0.06%	171
2023 Q2	$218K	Hold	2,000	–	–	0.05%	171
2023 Q1	$222K	Hold	2,000	–	–	0.06%	172
2022 Q4	$271K	Hold	2,000	–	–	0.07%	153
2022 Q3	$249K	Hold	2,000	–	–	0.07%	137
2022 Q2	$253K	Hold	2,000	–	–	0.07%	137
2022 Q1	$277K	Hold	2,000	–	–	0.06%	138
2021 Q4	$235K	Hold	2,000	–	–	0.05%	142
2021 Q3	$255K	Hold	2,000	–	–	0.06%	132
2021 Q2	$261K	Hold	2,000	–	–	0.06%	136
2021 Q1	$230K	Hold	2,000	–	–	0.06%	139
2020 Q4	$220K	Buy	+2,000	New	+$197K	0.06%	134
2020 Q1	–	Sell	-2,000	Closed	-$225K	–	110
2019 Q4	$225K	Buy	+2,000	New	+$218K	0.08%	110

Other funds holding ALL

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Summit Wealth Partners's ALL Position: Q2 2026 in Review

Summit Wealth Partners held its Allstate (ALL) position steady in Q2 2026 at 2,000 shares worth $476K. The position accounts for 0.07% of the portfolio, ranked #181.

Summit Wealth Partners first reported a position in ALL in Q4 2019 and has held it in 24 quarters since. 884 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

Summit Wealth Partners held 2,000 shares of Allstate worth $476K as of Q2 2026.
Summit Wealth Partners left its Allstate share count unchanged in Q2 2026.
Allstate made up 0.07% of Summit Wealth Partners's portfolio in Q2 2026, its #181 holding.
Summit Wealth Partners first reported a position in Allstate in Q4 2019 and has held it in 24 quarters since.
884 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.