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Triad Wealth Partners’s Allstate ALL Stock Holding History

Triad 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
Q1 		$266K Buy
1,284
+9
+0.7% +$1.84K 0.02% 415
2025
Q4 		$265K Buy
1,275
+202
+19% +$41.4K 0.03% 412
2025
Q3 		$230K Buy
+1,073
New +$217K 0.03% 339

Other funds holding ALL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Triad Wealth Partners's ALL Position: Q1 2026 in Review

Triad Wealth Partners increased its Allstate (ALL) stake by 0.71% in Q1 2026, buying an estimated $1.84K and bringing the position to 1,284 shares worth $266K. The position accounts for 0.02% of the portfolio, ranked #415.

Triad Wealth Partners first reported a position in ALL in Q3 2025 and has held it in 3 quarters since. 1,679 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

  • Triad Wealth Partners held 1,284 shares of Allstate worth $266K as of Q1 2026.
  • Triad Wealth Partners bought 9 Allstate shares in Q1 2026, an estimated $1.84K.
  • Allstate made up 0.02% of Triad Wealth Partners's portfolio in Q1 2026, its #415 holding.
  • Triad Wealth Partners first reported a position in Allstate in Q3 2025 and has held it in 3 quarters since.
  • 1,679 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.