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Yardley Wealth Management’s Allstate ALL Stock Holding History

Yardley Wealth Management’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
-1,912
Closed -$385K – 37
2025
Q2 		$385K Hold
1,912
– – 0.21% 32
2025
Q1 		$396K Sell
1,912
-1,912
-50% -$372K 0.23% 28
2024
Q4 		$731K Buy
3,824
+1,912
+100% +$371K 0.36% 31
2024
Q3 		$363K Buy
+1,912
New +$340K 0.22% 33

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

Yardley Wealth Management's ALL Position: Q3 2025 in Review

Yardley Wealth Management sold out of Allstate (ALL) in Q3 2025, closing a stake of 1,912 shares — an estimated $385K sold.

Yardley Wealth Management first reported a position in ALL in Q3 2024 and held it in 4 quarters. The position peaked at $731K in Q4 2024. 1,619 funds tracked by Wall St. Rank hold ALL as of Q3 2025.

  • Yardley Wealth Management reported no remaining Allstate position as of Q3 2025 after selling out during the quarter.
  • Yardley Wealth Management sold 1,912 Allstate shares in Q3 2025, an estimated $385K.
  • Yardley Wealth Management first reported a position in Allstate in Q3 2024 and held it in 4 quarters.
  • Yardley Wealth Management's Allstate position peaked at $731K in Q4 2024.
  • 1,619 funds tracked by Wall St. Rank held Allstate as of Q3 2025.

Based on Yardley Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.