CFFP
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Center for Financial Planning’s Allstate ALL Stock Holding History

Center for Financial Planning’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 		$393K Hold
1,653
– – 0.04% 123
2026
Q1 		$343K Sell
1,653
-290
-15% -$59.5K 0.04% 129
2025
Q4 		$404K Sell
1,943
-166
-8% -$34K 0.04% 121
2025
Q3 		$453K Hold
2,109
– – 0.05% 121
2025
Q2 		$425K Buy
2,109
+325
+18% +$64.8K 0.05% 112
2025
Q1 		$369K Buy
1,784
+110
+7% +$21.4K 0.05% 119
2024
Q4 		$323K Hold
1,674
– – 0.04% 121
2024
Q3 		$317K Buy
1,674
+1
+0.1% +$178 0.04% 119
2024
Q2 		$267K Buy
1,673
+17
+1% +$2.84K 0.04% 130
2024
Q1 		$287K Buy
1,656
+35
+2% +$5.53K 0.04% 123
2023
Q4 		$227K Hold
1,621
– – 0.04% 130
2023
Q3 		$181K Buy
1,621
+13
+0.8% +$1.42K 0.04% 138
2023
Q2 		$175K Buy
1,608
+11
+0.7% +$1.25K 0.04% 141
2023
Q1 		$177K Hold
1,597
– – 0.04% 137
2022
Q4 		$217K Buy
1,597
+166
+12% +$21.7K 0.05% 126
2022
Q3 		$178K Hold
1,431
– – 0.05% 129
2022
Q2 		$181K Hold
1,431
– – 0.05% 128
2022
Q1 		$198K Hold
1,431
– – 0.04% 132
2021
Q4 		$168K Hold
1,431
– – 0.03% 140
2021
Q3 		$182K Hold
1,431
– – 0.04% 133
2021
Q2 		$187K Hold
1,431
– – 0.05% 135
2021
Q1 		$164K Hold
1,431
– – 0.04% 138
2020
Q4 		$157K Hold
1,431
– – 0.04% 131
2020
Q3 		$135K Buy
1,431
+6
+0.4% +$560 0.04% 135
2020
Q2 		$138K Buy
1,425
+1,300
+1,040% +$128K 0.05% 130
2020
Q1 		$11K Hold
125
– – ﹤0.01% 305
2019
Q4 		$14K Buy
+125
New +$13.6K ﹤0.01% 288

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

Center for Financial Planning's ALL Position: Q2 2026 in Review

Center for Financial Planning held its Allstate (ALL) position steady in Q2 2026 at 1,653 shares worth $393K. The position accounts for 0.04% of the portfolio, ranked #123.

Center for Financial Planning first reported a position in ALL in Q4 2019 and has held it in 27 quarters since. The position peaked at $453K in Q3 2025. 1,744 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Center for Financial Planning held 1,653 shares of Allstate worth $393K as of Q2 2026.
  • Center for Financial Planning left its Allstate share count unchanged in Q2 2026.
  • Allstate made up 0.04% of Center for Financial Planning's portfolio in Q2 2026, its #123 holding.
  • Center for Financial Planning first reported a position in Allstate in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's Allstate position peaked at $453K in Q3 2025.
  • 1,744 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.