Alpha Financial Partners
ALL icon

Alpha Financial Partners’s Allstate ALL Stock Holding History

Alpha Financial Partners’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
Q3 		– Sell
-874
Closed -$208K – 119
2026
Q2 		$208K Sell
874
-514
-37% -$112K 0.11% 116
2026
Q1 		$288K Sell
1,388
-216
-13% -$44.3K 0.17% 73
2025
Q4 		$334K Sell
1,604
-91
-5% -$18.6K 0.2% 63
2025
Q3 		$364K Sell
1,695
-27
-2% -$5.45K 0.24% 59
2025
Q2 		$347K Sell
1,722
-109
-6% -$21.7K 0.25% 60
2025
Q1 		$379K Sell
1,831
-680
-27% -$132K 0.3% 43
2024
Q4 		$484K Buy
+2,511
New +$487K 0.38% 37

Other funds holding ALL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Alpha Financial Partners's ALL Position: Q3 2026 in Review

Alpha Financial Partners sold out of Allstate (ALL) in Q3 2026, closing a stake of 874 shares — an estimated $208K sold.

Alpha Financial Partners first reported a position in ALL in Q4 2024 and held it in 7 quarters. The position peaked at $484K in Q4 2024. 1,173 funds tracked by Wall St. Rank hold ALL as of Q3 2026.

  • Alpha Financial Partners reported no remaining Allstate position as of Q3 2026 after selling out during the quarter.
  • Alpha Financial Partners sold 874 Allstate shares in Q3 2026, an estimated $208K.
  • Alpha Financial Partners first reported a position in Allstate in Q4 2024 and held it in 7 quarters.
  • Alpha Financial Partners's Allstate position peaked at $484K in Q4 2024.
  • 1,173 funds tracked by Wall St. Rank held Allstate as of Q3 2026.

Based on Alpha Financial Partners's 13F filing for Q3 2026, filed 10 Nov 2026.