Cape Investment Advisory’s Allstate ALL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$21.9K Buy
+92
New +$20K 0.01% 683
2026
Q1
Sell
-9
Closed -$1.87K 258
2025
Q4
$1.87K Buy
+9
New +$1.84K ﹤0.01% 1117
2025
Q1
Sell
-4
Closed -$771 1138
2024
Q4
$771 Buy
+4
New +$776 ﹤0.01% 992

Other funds holding ALL

Cape Investment Advisory's ALL Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Allstate (ALL) in Q2 2026: 92 shares worth $21.9K. The stake represents 0.01% of the portfolio and ranks #683 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in ALL as recently as Q4 2025.

Cape Investment Advisory first reported a position in ALL in Q4 2024 and has held it in 3 quarters since. 1,738 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Cape Investment Advisory held 92 shares of Allstate worth $21.9K as of Q2 2026.
  • Allstate was a new Cape Investment Advisory position in Q2 2026.
  • Allstate made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #683 holding.
  • Cape Investment Advisory first reported a position in Allstate in Q4 2024 and has held it in 3 quarters since.
  • 1,738 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.