BC
ALL icon

Burney Company’s Allstate ALL Stock Holding History

Burney Company’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 		$6.51M Sell
27,376
-7,627
-22% -$1.66M 0.18% 100
2026
Q1 		$7.26M Sell
35,003
-6,184
-15% -$1.27M 0.23% 79
2025
Q4 		$8.57M Buy
41,187
+10,057
+32% +$2.06M 0.27% 82
2025
Q3 		$6.68M Sell
31,130
-1,272
-4% -$257K 0.21% 106
2025
Q2 		$6.52M Sell
32,402
-441
-1% -$88K 0.22% 102
2025
Q1 		$6.8M Sell
32,843
-1,080
-3% -$210K 0.25% 91
2024
Q4 		$6.54M Sell
33,923
-43,329
-56% -$8.41M 0.23% 94
2024
Q3 		$14.7M Buy
77,252
+1,039
+1% +$185K 0.52% 48
2024
Q2 		$12.2M Buy
76,213
+24,924
+49% +$4.16M 0.46% 54
2024
Q1 		$8.87M Buy
51,289
+943
+2% +$149K 0.34% 76
2023
Q4 		$7.05M Buy
50,346
+815
+2% +$106K 0.3% 90
2023
Q3 		$5.52M Buy
49,531
+11,418
+30% +$1.25M 0.26% 100
2023
Q2 		$4.16M Sell
38,113
-5,822
-13% -$660K 0.19% 141
2023
Q1 		$4.87M Sell
43,935
-29,164
-40% -$3.69M 0.24% 120
2022
Q4 		$9.91M Sell
73,099
-13,662
-16% -$1.79M 0.5% 49
2022
Q3 		$10.8M Sell
86,761
-12,925
-13% -$1.61M 0.6% 32
2022
Q2 		$12.6M Buy
99,686
+1,618
+2% +$212K 0.66% 33
2022
Q1 		$13.6M Buy
98,068
+10,843
+12% +$1.36M 0.62% 34
2021
Q4 		$10.3M Sell
87,225
-5,544
-6% -$656K 0.44% 64
2021
Q3 		$11.8M Sell
92,769
-16,772
-15% -$2.22M 0.55% 48
2021
Q2 		$14.3M Buy
109,541
+1,180
+1% +$152K 0.66% 33
2021
Q1 		$12.5M Buy
108,361
+17,353
+19% +$1.91M 0.61% 41
2020
Q4 		$10M Sell
91,008
-2,943
-3% -$289K 0.55% 49
2020
Q3 		$8.85M Sell
93,951
-199
-0.2% -$18.6K 0.55% 45
2020
Q2 		$9.13M Buy
94,150
+3,951
+4% +$388K 0.59% 42
2020
Q1 		$8.27M Buy
90,199
+5,442
+6% +$592K 0.64% 41
2019
Q4 		$9.53M Buy
84,757
+3,906
+5% +$426K 0.53% 59
2019
Q3 		$8.79M Sell
80,851
-592
-0.7% -$61.8K 0.53% 62
2019
Q2 		$8.28M Buy
81,443
+1,455
+2% +$142K 0.5% 63
2019
Q1 		$7.53M Buy
79,988
+5,329
+7% +$482K 0.47% 69
2018
Q4 		$6.17M Buy
74,659
+7,732
+12% +$694K 0.43% 72
2018
Q3 		$6.61M Buy
66,927
+8,218
+14% +$801K 0.39% 82
2018
Q2 		$5.36M Buy
58,709
+10,711
+22% +$1.02M 0.31% 101
2018
Q1 		$4.55M Sell
47,998
-468
-1% -$45.3K 0.28% 112
2017
Q4 		$5.08M Buy
48,466
+2,655
+6% +$262K 0.29% 117
2017
Q3 		$4.18M Buy
45,811
+1,391
+3% +$126K 0.27% 119
2017
Q2 		$3.92M Buy
44,420
+388
+0.9% +$32.9K 0.26% 112
2017
Q1 		$3.59M Sell
44,032
-2,203
-5% -$173K 0.24% 116
2016
Q4 		$3.43M Buy
46,235
+2,448
+6% +$172K 0.23% 122
2016
Q3 		$3.03M Buy
43,787
+3,880
+10% +$267K 0.21% 126
2016
Q2 		$2.79M Buy
39,907
+15,471
+63% +$1.04M 0.2% 126
2016
Q1 		$1.65M Buy
24,436
+16,878
+223% +$1.06M 0.12% 170
2015
Q4 		$473K Buy
7,558
+1,969
+35% +$122K 0.04% 259
2015
Q3 		$326K Buy
5,589
+130
+2% +$8.13K 0.03% 292
2015
Q2 		$354K Sell
5,459
-75
-1% -$5.14K 0.02% 316
2015
Q1 		$394K Buy
5,534
+502
+10% +$35.4K 0.03% 308
2014
Q4 		$353K Buy
5,032
+296
+6% +$19.5K 0.03% 305
2014
Q3 		$291K Buy
4,736
+175
+4% +$10.5K 0.03% 338
2014
Q2 		$268K Buy
+4,561
New +$263K 0.02% 366

Other funds holding ALL

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Burney Company's ALL Position: Q2 2026 in Review

Burney Company reduced its Allstate (ALL) stake by 22% in Q2 2026, selling an estimated $1.66M and leaving 27,376 shares worth $6.51M. The position accounts for 0.18% of the portfolio, ranked #100.

Burney Company first reported a position in ALL in Q2 2014 and has held it in 49 quarters since. The position peaked at $14.7M in Q3 2024. 265 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Burney Company held 27,376 shares of Allstate worth $6.51M as of Q2 2026.
  • Burney Company sold 7,627 Allstate shares in Q2 2026, an estimated $1.66M.
  • Allstate made up 0.18% of Burney Company's portfolio in Q2 2026, its #100 holding.
  • Burney Company first reported a position in Allstate in Q2 2014 and has held it in 49 quarters since.
  • Burney Company's Allstate position peaked at $14.7M in Q3 2024.
  • 265 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.