Triad Wealth Partners
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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
Q3 		$333K Sell
1,502
-60
-4% -$15.2K 0.02% 409
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Triad Wealth Partners's ALL Position: Q3 2026 in Review

Triad Wealth Partners reduced its Allstate (ALL) stake by 3.8% in Q3 2026, selling an estimated $15.2K and leaving 1,502 shares worth $333K. The position accounts for 0.02% of the portfolio, ranked #409.

Triad Wealth Partners first reported a position in ALL in Q3 2025 and has held it in 5 quarters since. The position peaked at $410K in Q2 2026. 1,075 funds tracked by Wall St. Rank hold ALL as of Q3 2026.

  • Triad Wealth Partners held 1,502 shares of Allstate worth $333K as of Q3 2026.
  • Triad Wealth Partners sold 60 Allstate shares in Q3 2026, an estimated $15.2K.
  • Allstate made up 0.02% of Triad Wealth Partners's portfolio in Q3 2026, its #409 holding.
  • Triad Wealth Partners first reported a position in Allstate in Q3 2025 and has held it in 5 quarters since.
  • Triad Wealth Partners's Allstate position peaked at $410K in Q2 2026.
  • 1,075 funds tracked by Wall St. Rank held Allstate as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.