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Allium Financial Advisors’s Allstate ALL Stock Holding History

Allium Financial 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 		$252K Buy
1,214
+6
+0.5% +$1.23K 0.2% 66
2025
Q4 		$251K Sell
1,208
-5
-0.4% -$1.02K 0.2% 65
2025
Q3 		$260K Sell
1,213
-1
-0.1% -$202 0.22% 65
2025
Q2 		$244K Hold
1,214
– – 0.21% 72
2025
Q1 		$251K Buy
+1,214
New +$236K 0.23% 64

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

Allium Financial Advisors's ALL Position: Q1 2026 in Review

Allium Financial Advisors increased its Allstate (ALL) stake by 0.5% in Q1 2026, buying an estimated $1.23K and bringing the position to 1,214 shares worth $252K. The position accounts for 0.2% of the portfolio, ranked #66.

Allium Financial Advisors first reported a position in ALL in Q1 2025 and has held it in 5 quarters since. The position peaked at $260K in Q3 2025. 1,678 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

  • Allium Financial Advisors held 1,214 shares of Allstate worth $252K as of Q1 2026.
  • Allium Financial Advisors bought 6 Allstate shares in Q1 2026, an estimated $1.23K.
  • Allstate made up 0.2% of Allium Financial Advisors's portfolio in Q1 2026, its #66 holding.
  • Allium Financial Advisors first reported a position in Allstate in Q1 2025 and has held it in 5 quarters since.
  • Allium Financial Advisors's Allstate position peaked at $260K in Q3 2025.
  • 1,678 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Allium Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.