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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
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 $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

Asset Planning Inc's ALL Position: Q1 2026 in Review

Asset Planning Inc increased its Allstate (ALL) stake by 0.54% in Q1 2026, buying an estimated $36.7K and bringing the position to 33,171 shares worth $9.53M. The position accounts for 6.77% of the portfolio, ranked #4.

Asset Planning Inc first reported a position in ALL in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.3M in Q4 2025. 1,677 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

  • Asset Planning Inc held 33,171 shares of Allstate worth $9.53M as of Q1 2026.
  • Asset Planning Inc bought 179 Allstate shares in Q1 2026, an estimated $36.7K.
  • Allstate made up 6.77% of Asset Planning Inc's portfolio in Q1 2026, its #4 holding.
  • Asset Planning Inc first reported a position in Allstate in Q4 2024 and has held it in 6 quarters since.
  • Asset Planning Inc's Allstate position peaked at $10.3M in Q4 2025.
  • 1,677 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.