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
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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital & Planning LLC's ALL Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Allstate (ALL) in Q1 2026: 230 shares worth $47.7K. The stake represents 0.03% of the portfolio and ranks #57 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in ALL as recently as Q4 2024.

Capital & Planning LLC first reported a position in ALL in Q4 2024 and has held it in 2 quarters since. 1,688 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

  • Capital & Planning LLC held 230 shares of Allstate worth $47.7K as of Q1 2026.
  • Allstate was a new Capital & Planning LLC position in Q1 2026.
  • Allstate made up 0.03% of Capital & Planning LLC's portfolio in Q1 2026, its #57 holding.
  • Capital & Planning LLC first reported a position in Allstate in Q4 2024 and has held it in 2 quarters since.
  • 1,688 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.