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Waldron Private Wealth’s Allstate ALL Stock Holding History

Waldron Private Wealth’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 		$283K Buy
1,185
+34
+3% +$7.39K 0.01% 295
2026
Q1 		$240K Buy
+1,151
New +$236K 0.01% 307
2025
Q1 		– Sell
-1,127
Closed -$218K – 299
2024
Q4 		$218K Buy
1,127
+12
+1% +$2.33K 0.01% 391
2024
Q3 		$212K Buy
+1,115
New +$198K 0.01% 392

Other funds holding ALL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Waldron Private Wealth's ALL Position: Q2 2026 in Review

Waldron Private Wealth increased its Allstate (ALL) stake by 3% in Q2 2026, buying an estimated $7.39K and bringing the position to 1,185 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #295.

Waldron Private Wealth first reported a position in ALL in Q3 2024 and has held it in 4 quarters since. 1,744 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Waldron Private Wealth held 1,185 shares of Allstate worth $283K as of Q2 2026.
  • Waldron Private Wealth bought 34 Allstate shares in Q2 2026, an estimated $7.39K.
  • Allstate made up 0.01% of Waldron Private Wealth's portfolio in Q2 2026, its #295 holding.
  • Waldron Private Wealth first reported a position in Allstate in Q3 2024 and has held it in 4 quarters since.
  • 1,744 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.