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Twin Peaks Wealth Advisors’s Allstate ALL Stock Holding History

Twin Peaks Wealth Advisors’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 		$56.6K Buy
+273
New +$56K 0.01% 407
2025
Q3 		– Sell
-187
Closed -$38.6K – 242
2025
Q2 		$38.6K Buy
+187
New +$37.3K 0.01% 401

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

Twin Peaks Wealth Advisors's ALL Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Allstate (ALL) in Q1 2026: 273 shares worth $56.6K. The stake represents 0.01% of the portfolio and ranks #407 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in ALL as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in ALL in Q2 2025 and has held it in 2 quarters since. 1,678 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

  • Twin Peaks Wealth Advisors held 273 shares of Allstate worth $56.6K as of Q1 2026.
  • Allstate was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Allstate made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #407 holding.
  • Twin Peaks Wealth Advisors first reported a position in Allstate in Q2 2025 and has held it in 2 quarters since.
  • 1,678 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.