CPL
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Capital & Planning LLC’s Allstate ALL Stock Holding History

Capital & Planning LLC’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 		– Sell
-230
Closed -$47.7K – 48
2026
Q1 		$47.7K Buy
+230
New +$47.2K 0.03% 57
2025
Q1 		– Sell
-230
Closed -$44.3K – 40
2024
Q4 		$44.3K Buy
+230
New +$44.6K 0.03% 55

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 $3.38T AUM 44.17% 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

Capital & Planning LLC's ALL Position: Q2 2026 in Review

Capital & Planning LLC sold out of Allstate (ALL) in Q2 2026, closing a stake of 230 shares — an estimated $47.7K sold.

Capital & Planning LLC first reported a position in ALL in Q4 2024 and held it in 2 quarters. The position peaked at $47.7K in Q1 2026. 1,755 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Capital & Planning LLC reported no remaining Allstate position as of Q2 2026 after selling out during the quarter.
  • Capital & Planning LLC sold 230 Allstate shares in Q2 2026, an estimated $47.7K.
  • Capital & Planning LLC first reported a position in Allstate in Q4 2024 and held it in 2 quarters.
  • Capital & Planning LLC's Allstate position peaked at $47.7K in Q1 2026.
  • 1,755 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.