Alan B. Lancz & Associates’s Allstate ALL Stock Holding History

Alan B. Lancz & Associates’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	$829K	Hold	4,000	–	–	0.8%	28
2025 Q4	$833K	Hold	4,000	–	–	0.73%	33
2025 Q3	$859K	Hold	4,000	–	–	0.78%	34
2025 Q2	$805K	Hold	4,000	–	–	0.81%	31
2025 Q1	$828K	Hold	4,000	–	–	0.88%	28
2024 Q4	$771K	Sell	4,000 -300	-7%	-$58.2K	0.78%	29
2024 Q3	$815K	Hold	4,300	–	–	0.75%	33
2024 Q2	$687K	Buy	+4,300	New	+$717K	0.68%	33
2023 Q4	$602K	Hold	4,300	–	–	0.63%	35
2023 Q3	$479K	Hold	4,300	–	–	0.54%	48
2023 Q2	$469K	Hold	4,300	–	–	0.5%	55
2023 Q1	$476K	Hold	4,300	–	–	0.49%	58
2022 Q4	$598K	Hold	4,300	–	–	0.6%	39
2022 Q3	$535K	Hold	4,300	–	–	0.63%	36
2022 Q2	$503K	Sell	4,300 -150	-3%	-$19.7K	0.5%	54
2022 Q1	$616K	Sell	4,450 -1,300	-23%	-$163K	0.54%	50
2021 Q4	$676K	Buy	+5,750	New	+$680K	0.59%	44

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

Alan B. Lancz & Associates's ALL Position: Q1 2026 in Review

Alan B. Lancz & Associates held its Allstate (ALL) position steady in Q1 2026 at 4,000 shares worth $829K. The position accounts for 0.8% of the portfolio, ranked #28.

Alan B. Lancz & Associates first reported a position in ALL in Q4 2021 and has held it in 17 quarters since. The position peaked at $859K in Q3 2025. 1,677 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

Alan B. Lancz & Associates held 4,000 shares of Allstate worth $829K as of Q1 2026.
Alan B. Lancz & Associates left its Allstate share count unchanged in Q1 2026.
Allstate made up 0.8% of Alan B. Lancz & Associates's portfolio in Q1 2026, its #28 holding.
Alan B. Lancz & Associates first reported a position in Allstate in Q4 2021 and has held it in 17 quarters since.
Alan B. Lancz & Associates's Allstate position peaked at $859K in Q3 2025.
1,677 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q1 2026, filed 5 May 2026.