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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
Q2 		$410K Buy
1,562
+278
+22% +$60.4K 0.02% 370
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 $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

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

Triad Wealth Partners increased its Allstate (ALL) stake by 22% in Q2 2026, buying an estimated $60.4K and bringing the position to 1,562 shares worth $410K. The position accounts for 0.02% of the portfolio, ranked #370.

Triad Wealth Partners first reported a position in ALL in Q3 2025 and has held it in 4 quarters since. 1,753 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Triad Wealth Partners held 1,562 shares of Allstate worth $410K as of Q2 2026.
  • Triad Wealth Partners bought 278 Allstate shares in Q2 2026, an estimated $60.4K.
  • Allstate made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #370 holding.
  • Triad Wealth Partners first reported a position in Allstate in Q3 2025 and has held it in 4 quarters since.
  • 1,753 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.