United Capital Financial Advisors’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.58M | Buy |
10,833
+400
| +4% | +$86.9K | 0.01% | 521 |
|
|
2026
Q1 | $2.16M | Buy |
10,433
+2,348
| +29% | +$481K | 0.01% | 532 |
|
|
2025
Q4 | $1.68M | Buy |
8,085
+590
| +8% | +$121K | 0.01% | 579 |
|
|
2025
Q3 | $1.61M | Buy |
7,495
+661
| +10% | +$133K | 0.01% | 518 |
|
|
2025
Q2 | $1.38M | Sell |
6,834
-278
| -4% | -$55.5K | 0.01% | 519 |
|
|
2025
Q1 | $1.47M | Sell |
7,112
-573
| -7% | -$112K | 0.01% | 484 |
|
|
2024
Q4 | $1.48M | Sell |
7,685
-1,061
| -12% | -$206K | 0.01% | 480 |
|
|
2024
Q3 | $1.66M | Sell |
8,746
-1,284
| -13% | -$228K | 0.01% | 453 |
|
|
2024
Q2 | $1.6M | Sell |
10,030
-50
| -0.5% | -$8.34K | 0.01% | 447 |
|
|
2024
Q1 | $1.74M | Sell |
10,080
-849
| -8% | -$134K | 0.01% | 456 |
|
|
2023
Q4 | $1.53M | Sell |
10,929
-5,052
| -32% | -$659K | 0.01% | 472 |
|
|
2023
Q3 | $1.78M | Sell |
15,981
-2,053
| -11% | -$224K | 0.01% | 440 |
|
|
2023
Q2 | $1.97M | Sell |
18,034
-3,361
| -16% | -$381K | 0.01% | 448 |
|
|
2023
Q1 | $2.37M | Buy |
21,395
+11,551
| +117% | +$1.46M | 0.01% | 422 |
|
|
2022
Q4 | $1.33M | Buy |
9,844
+835
| +9% | +$109K | 0.01% | 554 |
|
|
2022
Q3 | $1.12M | Sell |
9,009
-625
| -6% | -$77.7K | 0.01% | 588 |
|
|
2022
Q2 | $1.22M | Sell |
9,634
-7,932
| -45% | -$1.04M | 0.01% | 596 |
|
|
2022
Q1 | $2.43M | Sell |
17,566
-1,734
| -9% | -$218K | 0.01% | 481 |
|
|
2021
Q4 | $2.27M | Sell |
19,300
-5,467
| -22% | -$647K | 0.01% | 511 |
|
|
2021
Q3 | $3.15M | Sell |
24,767
-764
| -3% | -$101K | 0.02% | 448 |
|
|
2021
Q2 | $3.33M | Buy |
25,531
+485
| +2% | +$62.7K | 0.02% | 440 |
|
|
2021
Q1 | $2.88M | Sell |
25,046
-1,752
| -7% | -$193K | 0.02% | 440 |
|
|
2020
Q4 | $2.95M | Sell |
26,798
-3,150
| -11% | -$310K | 0.02% | 434 |
|
|
2020
Q3 | $2.82M | Sell |
29,948
-1,422
| -5% | -$133K | 0.02% | 431 |
|
|
2020
Q2 | $3.04M | Buy |
31,370
+6,137
| +24% | +$603K | 0.02% | 441 |
|
|
2020
Q1 | $2.31M | Sell |
25,233
-11,391
| -31% | -$1.24M | 0.02% | 467 |
|
|
2019
Q4 | $4.12M | Buy |
36,624
+11,087
| +43% | +$1.21M | 0.03% | 459 |
|
|
2019
Q3 | $2.77M | Sell |
25,537
-13,489
| -35% | -$1.41M | 0.02% | 523 |
|
|
2019
Q2 | $3.97M | Sell |
39,026
-857
| -2% | -$83.7K | 0.03% | 465 |
|
|
2019
Q1 | $3.76M | Sell |
39,883
-7,519
| -16% | -$680K | 0.03% | 462 |
|
|
2018
Q4 | $3.92M | Buy |
47,402
+1,925
| +4% | +$173K | 0.03% | 423 |
|
|
2018
Q3 | $4.49M | Buy |
45,477
+2,757
| +6% | +$269K | 0.03% | 449 |
|
|
2018
Q2 | $3.9M | Sell |
42,720
-31
| -0.1% | -$2.95K | 0.03% | 459 |
|
|
2018
Q1 | $4.04M | Sell |
42,751
-1,511
| -3% | -$146K | 0.03% | 446 |
|
|
2017
Q4 | $4.64M | Sell |
44,262
-1,857
| -4% | -$183K | 0.04% | 422 |
|
|
2017
Q3 | $4.24M | Sell |
46,119
-1,536
| -3% | -$140K | 0.04% | 417 |
|
|
2017
Q2 | $4.21M | Sell |
47,655
-1,038
| -2% | -$88K | 0.04% | 414 |
|
|
2017
Q1 | $3.97M | Sell |
48,693
-1,263
| -3% | -$99.4K | 0.04% | 414 |
|
|
2016
Q4 | $3.7M | Buy |
49,956
+8,952
| +22% | +$630K | 0.04% | 433 |
|
|
2016
Q3 | $2.84M | Buy |
41,004
+14,167
| +53% | +$976K | 0.03% | 500 |
|
|
2016
Q2 | $1.88M | Sell |
26,837
-2,317
| -8% | -$155K | 0.02% | 567 |
|
|
2016
Q1 | $1.96M | Sell |
29,154
-62,974
| -68% | -$3.96M | 0.02% | 536 |
|
|
2015
Q4 | $5.72M | Sell |
92,128
-4,870
| -5% | -$303K | 0.07% | 303 |
|
|
2015
Q3 | $5.65M | Buy |
96,998
+60,643
| +167% | +$3.79M | 0.07% | 298 |
|
|
2015
Q2 | $2.36M | Buy |
36,355
+9,653
| +36% | +$662K | 0.03% | 540 |
|
|
2015
Q1 | $1.86M | Sell |
26,702
-1,540
| -5% | -$109K | 0.02% | 580 |
|
|
2014
Q4 | $1.98M | Buy |
28,242
+8,413
| +42% | +$554K | 0.03% | 474 |
|
|
2014
Q3 | $1.22M | Sell |
19,829
-575
| -3% | -$34.5K | 0.02% | 556 |
|
|
2014
Q2 | $1.2M | Buy |
20,404
+468
| +2% | +$27K | 0.02% | 522 |
|
|
2014
Q1 | $1.13M | Buy |
19,936
+6,336
| +47% | +$340K | 0.02% | 452 |
|
|
2013
Q4 | $742K | Sell |
13,600
-6,194
| -31% | -$330K | 0.03% | 375 |
|
|
2013
Q3 | $1M | Sell |
19,794
-1,951
| -9% | -$98.1K | 0.03% | 343 |
|
|
2013
Q2 | $1.05M | Buy |
+21,745
| New | +$1.06M | 0.03% | 399 |
|
Other funds holding ALL
United Capital Financial Advisors's ALL Position: Q2 2026 in Review
United Capital Financial Advisors increased its Allstate (ALL) stake by 3.8% in Q2 2026, buying an estimated $86.9K and bringing the position to 10,833 shares worth $2.58M. The position accounts for 0.01% of the portfolio, ranked #521.
United Capital Financial Advisors first reported a position in ALL in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.72M in Q4 2015. 1,744 funds tracked by Wall St. Rank hold ALL as of Q2 2026.
- United Capital Financial Advisors held 10,833 shares of Allstate worth $2.58M as of Q2 2026.
- United Capital Financial Advisors bought 400 Allstate shares in Q2 2026, an estimated $86.9K.
- Allstate made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #521 holding.
- United Capital Financial Advisors first reported a position in Allstate in Q2 2013 and has held it in 53 quarters since.
- United Capital Financial Advisors's Allstate position peaked at $5.72M in Q4 2015.
- 1,744 funds tracked by Wall St. Rank held Allstate as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.