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Asset Planning Inc’s Allstate ALL Stock Holding History

Asset Planning Inc’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
Q2 		$11.3M Sell
31,776
-1,395
-4% -$303K 7.34% 4
2026
Q1 		$9.53M Buy
33,171
+179
+0.5% +$36.7K 6.77% 4
2025
Q4 		$10.3M Sell
32,992
-195
-0.6% -$39.9K 7.25% 4
2025
Q3 		$8.06M Sell
33,187
-92
-0.3% -$18.6K 5.84% 4
2025
Q2 		$5.87M Buy
33,279
+10
+0% +$2K 4.42% 6
2025
Q1 		$5.15M Sell
33,269
-190
-0.6% -$37K 4.04% 6
2024
Q4 		$6.33M Buy
+33,459
New +$6.49M 4.82% 6

Other funds holding ALL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Asset Planning Inc's ALL Position: Q2 2026 in Review

Asset Planning Inc reduced its Allstate (ALL) stake by 4.2% in Q2 2026, selling an estimated $303K and leaving 31,776 shares worth $11.3M. The position accounts for 7.34% of the portfolio, ranked #4.

Asset Planning Inc first reported a position in ALL in Q4 2024 and has held it in 7 quarters since. 1,751 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Asset Planning Inc held 31,776 shares of Allstate worth $11.3M as of Q2 2026.
  • Asset Planning Inc sold 1,395 Allstate shares in Q2 2026, an estimated $303K.
  • Allstate made up 7.34% of Asset Planning Inc's portfolio in Q2 2026, its #4 holding.
  • Asset Planning Inc first reported a position in Allstate in Q4 2024 and has held it in 7 quarters since.
  • 1,751 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.