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Capstone Financial Advisors’s Allstate ALL Stock Holding History

Capstone Financial Advisors’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 		$469K Buy
1,972
+20
+1% +$4.35K 0.02% 112
2026
Q1 		$405K Sell
1,952
-120
-6% -$24.6K 0.02% 119
2025
Q4 		$431K Sell
2,072
-52
-2% -$10.6K 0.02% 105
2025
Q3 		$456K Sell
2,124
-173
-8% -$34.9K 0.02% 105
2025
Q2 		$462K Sell
2,297
-121
-5% -$24.1K 0.03% 97
2025
Q1 		$501K Buy
2,418
+847
+54% +$165K 0.03% 91
2024
Q4 		$303K Hold
1,571
– – 0.02% 118
2024
Q3 		$298K Buy
1,571
+3
+0.2% +$533 0.02% 119
2024
Q2 		$250K Hold
1,568
– – 0.02% 128
2024
Q1 		$271K Hold
1,568
– – 0.02% 119
2023
Q4 		$220K Buy
+1,568
New +$204K 0.02% 129

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
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

Capstone Financial Advisors's ALL Position: Q2 2026 in Review

Capstone Financial Advisors increased its Allstate (ALL) stake by 1% in Q2 2026, buying an estimated $4.35K and bringing the position to 1,972 shares worth $469K. The position accounts for 0.02% of the portfolio, ranked #112.

Capstone Financial Advisors first reported a position in ALL in Q4 2023 and has held it in 11 quarters since. The position peaked at $501K in Q1 2025. 1,744 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Capstone Financial Advisors held 1,972 shares of Allstate worth $469K as of Q2 2026.
  • Capstone Financial Advisors bought 20 Allstate shares in Q2 2026, an estimated $4.35K.
  • Allstate made up 0.02% of Capstone Financial Advisors's portfolio in Q2 2026, its #112 holding.
  • Capstone Financial Advisors first reported a position in Allstate in Q4 2023 and has held it in 11 quarters since.
  • Capstone Financial Advisors's Allstate position peaked at $501K in Q1 2025.
  • 1,744 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.