U.S. Capital Wealth Advisors’s Allstate ALL Stock Holding History

U.S. Capital 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	$1.63M	Buy	7,879 +413	+6%	+$84.7K	0.04%	394
2025 Q4	$1.55M	Sell	7,466 -20	-0.3%	-$4.09K	0.04%	387
2025 Q3	$1.61M	Sell	7,486 -396	-5%	-$79.9K	0.04%	381
2025 Q2	$1.59M	Sell	7,882 -1,159	-13%	-$231K	0.05%	344
2025 Q1	$1.87M	Sell	9,041 -264	-3%	-$51.4K	0.06%	303
2024 Q4	$1.79M	Buy	9,305 +436	+5%	+$84.6K	0.06%	320
2024 Q3	$1.68M	Buy	8,869 +1,633	+23%	+$290K	0.06%	268
2024 Q2	$1.16M	Sell	7,236 -899	-11%	-$150K	0.04%	326
2024 Q1	$1.41M	Sell	8,135 -230	-3%	-$36.3K	0.05%	283
2023 Q4	$1.17M	Sell	8,365 -1,150	-12%	-$150K	0.05%	313
2023 Q3	$1.06M	Sell	9,515 -770	-7%	-$84K	0.05%	308
2023 Q2	$1.12M	Sell	10,285 -87	-0.8%	-$9.87K	0.05%	305
2023 Q1	$1.15M	Sell	10,372 -248	-2%	-$31.4K	0.05%	279
2022 Q4	$1.44M	Buy	10,620 +1,914	+22%	+$250K	0.07%	266
2022 Q3	$1.08M	Sell	8,706 -461	-5%	-$57.3K	0.05%	324
2022 Q2	$1.16M	Buy	9,167 +500	+6%	+$65.5K	0.05%	320
2022 Q1	$1.2M	Sell	8,667 -25,377	-75%	-$3.19M	0.04%	362
2021 Q4	$4M	Sell	34,044 -19,729	-37%	-$2.33M	0.16%	143
2021 Q3	$6.85M	Buy	+53,773	New	+$7.11M	0.3%	81

Other funds holding ALL

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

U.S. Capital Wealth Advisors's ALL Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Allstate (ALL) stake by 5.5% in Q1 2026, buying an estimated $84.7K and bringing the position to 7,879 shares worth $1.63M. The position accounts for 0.04% of the portfolio, ranked #394.

U.S. Capital Wealth Advisors first reported a position in ALL in Q3 2021 and has held it in 19 quarters since. The position peaked at $6.85M in Q3 2021. 1,678 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

U.S. Capital Wealth Advisors held 7,879 shares of Allstate worth $1.63M as of Q1 2026.
U.S. Capital Wealth Advisors bought 413 Allstate shares in Q1 2026, an estimated $84.7K.
Allstate made up 0.04% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #394 holding.
U.S. Capital Wealth Advisors first reported a position in Allstate in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's Allstate position peaked at $6.85M in Q3 2021.
1,678 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.