A4 Wealth Advisors’s Allstate ALL Stock Holding History

A4 Wealth Advisors’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 Q1	–	Sell	-1,044	Closed	-$217K	–	105
2025 Q4	$217K	Sell	1,044 -377	-27%	-$77.2K	0.19%	116
2025 Q3	$305K	Buy	+1,421	New	+$287K	0.26%	108

Other funds holding ALL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

A4 Wealth Advisors's ALL Position: Q1 2026 in Review

A4 Wealth Advisors sold out of Allstate (ALL) in Q1 2026, closing a stake of 1,044 shares — an estimated $217K sold.

A4 Wealth Advisors first reported a position in ALL in Q3 2025 and held it in 2 quarters. The position peaked at $305K in Q3 2025. 1,680 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

A4 Wealth Advisors reported no remaining Allstate position as of Q1 2026 after selling out during the quarter.
A4 Wealth Advisors sold 1,044 Allstate shares in Q1 2026, an estimated $217K.
A4 Wealth Advisors first reported a position in Allstate in Q3 2025 and held it in 2 quarters.
A4 Wealth Advisors's Allstate position peaked at $305K in Q3 2025.
1,680 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on A4 Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.