Claro Advisors’s Allstate ALL Stock Holding History

Claro 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 Q1	$471K	Buy	+2,271	New	+$466K	0.06%	251
2025 Q2	–	Sell	-1,198	Closed	-$248K	–	378
2025 Q1	$248K	Buy	1,198 +91	+8%	+$17.7K	0.03%	432
2024 Q4	$213K	Sell	1,107 -59	-5%	-$11.5K	0.03%	454
2024 Q3	$221K	Buy	+1,166	New	+$207K	0.03%	461
2019 Q1	–	Sell	-426	Closed	-$42K	–	178
2018 Q4	$42K	Buy	+426	New	+$38.3K	0.03%	363

Other funds holding ALL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Claro Advisors's ALL Position: Q1 2026 in Review

Claro Advisors opened a new position in Allstate (ALL) in Q1 2026: 2,271 shares worth $471K. The stake represents 0.06% of the portfolio and ranks #251 among its holdings. This is a return to the name: Claro Advisors previously reported a position in ALL as recently as Q1 2025.

Claro Advisors first reported a position in ALL in Q4 2018 and has held it in 5 quarters since. 1,679 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

Claro Advisors held 2,271 shares of Allstate worth $471K as of Q1 2026.
Allstate was a new Claro Advisors position in Q1 2026.
Allstate made up 0.06% of Claro Advisors's portfolio in Q1 2026, its #251 holding.
Claro Advisors first reported a position in Allstate in Q4 2018 and has held it in 5 quarters since.
1,679 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.