Atlantic Private Wealth’s Allstate ALL Stock Holding History

Atlantic Private Wealth’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	-3	Closed	-$624	–	319
2025 Q4	$624	Buy	+3	New	+$614	﹤0.01%	301

Other funds holding ALL

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atlantic Private Wealth's ALL Position: Q1 2026 in Review

Atlantic Private Wealth sold out of Allstate (ALL) in Q1 2026, closing a stake of 3 shares — an estimated $624 sold.

Atlantic Private Wealth first reported a position in ALL in Q4 2025 and held it in 1 quarter. The position peaked at $624 in Q4 2025. 1,677 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

Atlantic Private Wealth reported no remaining Allstate position as of Q1 2026 after selling out during the quarter.
Atlantic Private Wealth sold 3 Allstate shares in Q1 2026, an estimated $624.
Atlantic Private Wealth first reported a position in Allstate in Q4 2025 and held it in 1 quarter.
Atlantic Private Wealth's Allstate position peaked at $624 in Q4 2025.
1,677 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

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