West Branch Capital’s Allstate ALL Stock Holding History

West Branch Capital’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	$82.3K	Hold	346	–	–	0.02%	119
2026 Q1	$71.7K	Hold	346	–	–	0.02%	119
2025 Q4	$72K	Hold	346	–	–	0.02%	126
2025 Q3	$74.3K	Hold	346	–	–	0.02%	125
2025 Q2	$69.7K	Hold	346	–	–	0.02%	128
2025 Q1	$71.6K	Sell	346 -13	-4%	-$2.53K	0.02%	137
2024 Q4	$69.2K	Buy	359 +13	+4%	+$2.52K	0.02%	140
2024 Q3	$65.6K	Hold	346	–	–	0.02%	141
2024 Q2	$55.2K	Hold	346	–	–	0.02%	152
2024 Q1	$59.9K	Hold	346	–	–	0.02%	151
2023 Q4	$48.4K	Hold	346	–	–	0.02%	159
2023 Q3	$38.5K	Hold	346	–	–	0.02%	176
2023 Q2	$37.7K	Hold	346	–	–	0.02%	187
2023 Q1	$38.3K	Sell	346 -300	-46%	-$37.9K	0.02%	187
2022 Q4	$87.6K	Hold	646	–	–	0.05%	126
2022 Q3	$80K	Buy	646 +46	+8%	+$5.71K	0.05%	132
2022 Q2	$76K	Hold	600	–	–	0.04%	143
2022 Q1	$83K	Hold	600	–	–	0.04%	147
2021 Q4	$71K	Hold	600	–	–	0.03%	175
2021 Q3	$76K	Hold	600	–	–	0.04%	160
2021 Q2	$78K	Buy	+600	New	+$77.5K	0.04%	159
2018 Q2	–	Sell	-11,402	Closed	-$1.08M	–	90
2018 Q1	$1.08M	Buy	+11,402	New	+$1.1M	1.19%	29

Other funds holding ALL

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

West Branch Capital's ALL Position: Q2 2026 in Review

West Branch Capital held its Allstate (ALL) position steady in Q2 2026 at 346 shares worth $82.3K. The position accounts for 0.02% of the portfolio, ranked #119.

West Branch Capital first reported a position in ALL in Q1 2018 and has held it in 22 quarters since. The position peaked at $1.08M in Q1 2018. 420 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

West Branch Capital held 346 shares of Allstate worth $82.3K as of Q2 2026.
West Branch Capital left its Allstate share count unchanged in Q2 2026.
Allstate made up 0.02% of West Branch Capital's portfolio in Q2 2026, its #119 holding.
West Branch Capital first reported a position in Allstate in Q1 2018 and has held it in 22 quarters since.
West Branch Capital's Allstate position peaked at $1.08M in Q1 2018.
420 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.