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Carson Advisory’s Allstate ALL Stock Holding History

Carson Advisory’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
2025
Q4 		– Sell
-1,238
Closed -$266K – 184
2025
Q3 		$266K Sell
1,238
-103
-8% -$20.8K 0.14% 141
2025
Q2 		$270K Buy
1,341
+272
+25% +$54.3K 0.17% 130
2025
Q1 		$221K Sell
1,069
-1
-0.1% -$195 0.15% 148
2024
Q4 		$206K Buy
+1,070
New +$208K 0.14% 152
2023
Q1 		– Sell
-1,732
Closed -$235K – 152
2022
Q4 		$235K Buy
+1,732
New +$226K 0.23% 111

Other funds holding ALL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Carson Advisory's ALL Position: Q4 2025 in Review

Carson Advisory sold out of Allstate (ALL) in Q4 2025, closing a stake of 1,238 shares — an estimated $266K sold.

Carson Advisory first reported a position in ALL in Q4 2022 and held it in 5 quarters. The position peaked at $270K in Q2 2025. 1,689 funds tracked by Wall St. Rank hold ALL as of Q4 2025.

  • Carson Advisory reported no remaining Allstate position as of Q4 2025 after selling out during the quarter.
  • Carson Advisory sold 1,238 Allstate shares in Q4 2025, an estimated $266K.
  • Carson Advisory first reported a position in Allstate in Q4 2022 and held it in 5 quarters.
  • Carson Advisory's Allstate position peaked at $270K in Q2 2025.
  • 1,689 funds tracked by Wall St. Rank held Allstate as of Q4 2025.

Based on Carson Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.