COMPASS FINANCIAL MANAGEMENT LLC’s Allstate ALL Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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	$39.2K	Buy	+153	New	+$33.3K	﹤0.01%	729

Other funds holding ALL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's ALL Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Allstate (ALL) in Q2 2026: 153 shares worth $39.2K. The stake represents ﹤0.01% of the portfolio and ranks #729 among its holdings.

1,448 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 153 shares of Allstate worth $39.2K as of Q2 2026.
Allstate was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Allstate made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #729 holding.
1,448 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.