WMWM
ALL icon

Whitaker-Myers Wealth Managers’s Allstate ALL Stock Holding History

Whitaker-Myers Wealth Managers’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
Q3 		$1.66M Buy
+7,476
New +$1.9M 0.27% 54
2024
Q1 		– Sell
-1,595
Closed -$223K – 96
2023
Q4 		$223K Buy
+1,595
New +$208K 0.11% 77

Other funds holding ALL

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return

Whitaker-Myers Wealth Managers's ALL Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers opened a new position in Allstate (ALL) in Q3 2026: 7,476 shares worth $1.66M. The stake represents 0.27% of the portfolio and ranks #54 among its holdings. This is a return to the name: Whitaker-Myers Wealth Managers previously reported a position in ALL as recently as Q4 2023.

Whitaker-Myers Wealth Managers first reported a position in ALL in Q4 2023 and has held it in 2 quarters since. 54 funds tracked by Wall St. Rank hold ALL as of Q3 2026.

  • Whitaker-Myers Wealth Managers held 7,476 shares of Allstate worth $1.66M as of Q3 2026.
  • Allstate was a new Whitaker-Myers Wealth Managers position in Q3 2026.
  • Allstate made up 0.27% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #54 holding.
  • Whitaker-Myers Wealth Managers first reported a position in Allstate in Q4 2023 and has held it in 2 quarters since.
  • 54 funds tracked by Wall St. Rank held Allstate as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.