Clune & Associates’s Allstate ALL Stock Holding History

Clune & Associates’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	–	Sell	-1,370	Closed	-$285K	–	163
2025 Q4	$285K	Hold	1,370	–	–	0.06%	139
2025 Q3	$294K	Hold	1,370	–	–	0.07%	123
2025 Q2	$276K	Buy	+1,370	New	+$273K	0.08%	128

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

Clune & Associates's ALL Position: Q1 2026 in Review

Clune & Associates sold out of Allstate (ALL) in Q1 2026, closing a stake of 1,370 shares — an estimated $285K sold.

Clune & Associates first reported a position in ALL in Q2 2025 and held it in 3 quarters. The position peaked at $294K in Q3 2025. 1,678 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

Clune & Associates reported no remaining Allstate position as of Q1 2026 after selling out during the quarter.
Clune & Associates sold 1,370 Allstate shares in Q1 2026, an estimated $285K.
Clune & Associates first reported a position in Allstate in Q2 2025 and held it in 3 quarters.
Clune & Associates's Allstate position peaked at $294K in Q3 2025.
1,678 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Clune & Associates's 13F filing for Q1 2026, filed 20 Apr 2026.