AWM
ALL icon

Allen Wealth Management’s Allstate ALL Stock Holding History

Allen 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
2026
Q1 		– Sell
-1,031
Closed -$215K – 61
2025
Q4 		$215K Buy
1,031
+70
+7% +$14.3K 0.13% 60
2025
Q3 		$206K Sell
961
-490
-34% -$98.9K 0.14% 57
2025
Q2 		$292K Hold
1,451
– – 0.2% 48
2025
Q1 		$300K Hold
1,451
– – 0.21% 50
2024
Q4 		$280K Hold
1,451
– – 0.2% 51
2024
Q3 		$275K Sell
1,451
-200
-12% -$35.5K 0.19% 54
2024
Q2 		$264K Hold
1,651
– – 0.23% 53
2024
Q1 		$286K Buy
1,651
+19
+1% +$3K 0.25% 49
2023
Q4 		$228K Buy
+1,632
New +$213K 0.22% 51

Other funds holding ALL

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allen Wealth Management's ALL Position: Q1 2026 in Review

Allen Wealth Management sold out of Allstate (ALL) in Q1 2026, closing a stake of 1,031 shares — an estimated $215K sold.

Allen Wealth Management first reported a position in ALL in Q4 2023 and held it in 9 quarters. The position peaked at $300K in Q1 2025. 1,677 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

  • Allen Wealth Management reported no remaining Allstate position as of Q1 2026 after selling out during the quarter.
  • Allen Wealth Management sold 1,031 Allstate shares in Q1 2026, an estimated $215K.
  • Allen Wealth Management first reported a position in Allstate in Q4 2023 and held it in 9 quarters.
  • Allen Wealth Management's Allstate position peaked at $300K in Q1 2025.
  • 1,677 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Allen Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.