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Wealth Alliance’s Allstate ALL Stock Holding History

Wealth Alliance’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
2025
Q3 		– Sell
-2,597
Closed -$523K – 556
2025
Q2 		$523K Sell
2,597
-51
-2% -$10.2K 0.06% 282
2025
Q1 		$548K Sell
2,648
-210
-7% -$40.9K 0.07% 257
2024
Q4 		$551K Sell
2,858
-180
-6% -$34.9K 0.07% 238
2024
Q3 		$576K Sell
3,038
-47
-2% -$8.35K 0.07% 243
2024
Q2 		$493K Sell
3,085
-124
-4% -$20.7K 0.06% 251
2024
Q1 		$555K Sell
3,209
-622
-16% -$98.2K 0.07% 251
2023
Q4 		$536K Sell
3,831
-212
-5% -$27.6K 0.08% 242
2023
Q3 		$450K Sell
4,043
-243
-6% -$26.5K 0.07% 250
2023
Q2 		$467K Buy
+4,286
New +$486K 0.07% 263
2022
Q3 		– Sell
-1,687
Closed -$214K – 453
2022
Q2 		$214K Sell
1,687
-191
-10% -$25K 0.04% 408
2022
Q1 		$260K Sell
1,878
-74
-4% -$9.29K 0.05% 358
2021
Q4 		$230K Sell
1,952
-352
-15% -$41.6K 0.05% 394
2021
Q3 		$293K Sell
2,304
-21
-0.9% -$2.77K 0.07% 319
2021
Q2 		$303K Sell
2,325
-3,165
-58% -$409K 0.07% 322
2021
Q1 		$631K Buy
5,490
+100
+2% +$11K 0.18% 141
2020
Q4 		$593K Buy
5,390
+214
+4% +$21K 0.17% 143
2020
Q3 		$487K Buy
5,176
+671
+15% +$62.6K 0.18% 146
2020
Q2 		$437K Buy
4,505
+885
+24% +$87K 0.17% 152
2020
Q1 		$332K Buy
+3,620
New +$394K 0.18% 143

Other funds holding ALL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealth Alliance's ALL Position: Q3 2025 in Review

Wealth Alliance sold out of Allstate (ALL) in Q3 2025, closing a stake of 2,597 shares — an estimated $523K sold.

Wealth Alliance first reported a position in ALL in Q1 2020 and held it in 19 quarters. The position peaked at $631K in Q1 2021. 1,619 funds tracked by Wall St. Rank hold ALL as of Q3 2025.

  • Wealth Alliance reported no remaining Allstate position as of Q3 2025 after selling out during the quarter.
  • Wealth Alliance sold 2,597 Allstate shares in Q3 2025, an estimated $523K.
  • Wealth Alliance first reported a position in Allstate in Q1 2020 and held it in 19 quarters.
  • Wealth Alliance's Allstate position peaked at $631K in Q1 2021.
  • 1,619 funds tracked by Wall St. Rank held Allstate as of Q3 2025.

Based on Wealth Alliance's 13F filing for Q3 2025, filed 7 Nov 2025.