Synergy Investment Management’s Allstate ALL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.49K Buy
20
+12
+150% +$2.61K ﹤0.01% 738
2026
Q1
$1.66K Buy
+8
New +$1.64K ﹤0.01% 713

Other funds holding ALL

Synergy Investment Management's ALL Position: Q2 2026 in Review

Synergy Investment Management increased its Allstate (ALL) stake by 150% in Q2 2026, buying an estimated $2.61K and bringing the position to 20 shares worth $5.49K. The position accounts for ﹤0.01% of the portfolio, ranked #738.

Synergy Investment Management first reported a position in ALL in Q1 2026 and has held it in 2 quarters since. 1,744 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Synergy Investment Management held 20 shares of Allstate worth $5.49K as of Q2 2026.
  • Synergy Investment Management bought 12 Allstate shares in Q2 2026, an estimated $2.61K.
  • Allstate made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #738 holding.
  • Synergy Investment Management first reported a position in Allstate in Q1 2026 and has held it in 2 quarters since.
  • 1,744 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.