CFS
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Compass Financial Services’s Allstate ALL Stock Holding History

Compass Financial Services’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
-51
Closed -$10.6K – 61
2025
Q4 		$10.6K Hold
51
– – ﹤0.01% 190
2025
Q3 		$10.9K Hold
51
– – ﹤0.01% 196
2025
Q2 		$10.3K Hold
51
– – 0.01% 190
2025
Q1 		$10.6K Hold
51
– – 0.01% 168
2024
Q4 		$9.83K Buy
+51
New +$9.9K 0.01% 135

Other funds holding ALL

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Compass Financial Services's ALL Position: Q1 2026 in Review

Compass Financial Services sold out of Allstate (ALL) in Q1 2026, closing a stake of 51 shares — an estimated $10.6K sold.

Compass Financial Services first reported a position in ALL in Q4 2024 and held it in 5 quarters. The position peaked at $10.9K in Q3 2025. 1,677 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

  • Compass Financial Services reported no remaining Allstate position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 51 Allstate shares in Q1 2026, an estimated $10.6K.
  • Compass Financial Services first reported a position in Allstate in Q4 2024 and held it in 5 quarters.
  • Compass Financial Services's Allstate position peaked at $10.9K in Q3 2025.
  • 1,677 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.