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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
Q3 		$213K Buy
+959
New +$243K 0.03% 156
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return

Clune & Associates's ALL Position: Q3 2026 in Review

Clune & Associates opened a new position in Allstate (ALL) in Q3 2026: 959 shares worth $213K. The stake represents 0.03% of the portfolio and ranks #156 among its holdings. This is a return to the name: Clune & Associates previously reported a position in ALL as recently as Q4 2025.

Clune & Associates first reported a position in ALL in Q2 2025 and has held it in 4 quarters since. The position peaked at $294K in Q3 2025. 59 funds tracked by Wall St. Rank hold ALL as of Q3 2026.

  • Clune & Associates held 959 shares of Allstate worth $213K as of Q3 2026.
  • Allstate was a new Clune & Associates position in Q3 2026.
  • Allstate made up 0.03% of Clune & Associates's portfolio in Q3 2026, its #156 holding.
  • Clune & Associates first reported a position in Allstate in Q2 2025 and has held it in 4 quarters since.
  • Clune & Associates's Allstate position peaked at $294K in Q3 2025.
  • 59 funds tracked by Wall St. Rank held Allstate as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.