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Valued Wealth Advisors’s Allstate ALL Stock Holding History

Valued 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
Q2 		$22.8K Buy
95
+16
+20% +$3.48K 0.01% 182
2026
Q1 		$16.6K Buy
79
+27
+52% +$5.54K 0.01% 202
2025
Q4 		$10.9K Buy
52
+23
+79% +$4.71K ﹤0.01% 210
2025
Q3 		$6.24K Buy
29
+4
+16% +$807 ﹤0.01% 266
2025
Q2 		$5.02K Hold
25
– – ﹤0.01% 282
2025
Q1 		$5.14K Hold
25
– – ﹤0.01% 302
2024
Q4 		$4.78K Hold
25
– – ﹤0.01% 306
2024
Q3 		$4.71K Hold
25
– – ﹤0.01% 293
2024
Q2 		$3.97K Sell
25
-3
-11% -$500 ﹤0.01% 296
2024
Q1 		$4.82K Buy
28
+3
+12% +$474 ﹤0.01% 253
2023
Q4 		$2.86K Buy
+25
New +$3.26K ﹤0.01% 266

Other funds holding ALL

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Valued Wealth Advisors's ALL Position: Q2 2026 in Review

Valued Wealth Advisors increased its Allstate (ALL) stake by 20% in Q2 2026, buying an estimated $3.48K and bringing the position to 95 shares worth $22.8K. The position accounts for 0.01% of the portfolio, ranked #182.

Valued Wealth Advisors first reported a position in ALL in Q4 2023 and has held it in 11 quarters since. 514 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Valued Wealth Advisors held 95 shares of Allstate worth $22.8K as of Q2 2026.
  • Valued Wealth Advisors bought 16 Allstate shares in Q2 2026, an estimated $3.48K.
  • Allstate made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #182 holding.
  • Valued Wealth Advisors first reported a position in Allstate in Q4 2023 and has held it in 11 quarters since.
  • 514 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.