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Concurrent Investment Advisors’s Allstate ALL Stock Holding History

Concurrent Investment 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
Q2 		$5.19M Buy
21,821
+3,705
+20% +$805K 0.04% 423
2026
Q1 		$3.76M Buy
18,116
+1,103
+6% +$226K 0.04% 426
2025
Q4 		$3.54M Buy
17,013
+3,249
+24% +$665K 0.04% 417
2025
Q3 		$2.95M Sell
13,764
-37
-0.3% -$7.47K 0.05% 356
2025
Q2 		$2.78M Buy
13,801
+787
+6% +$157K 0.05% 355
2025
Q1 		$2.69M Buy
13,014
+2,291
+21% +$446K 0.07% 310
2024
Q4 		$2.07M Buy
10,723
+139
+1% +$27K 0.06% 318
2024
Q3 		$2.01M Sell
10,584
-19
-0.2% -$3.37K 0.06% 312
2024
Q2 		$1.69M Sell
10,603
-4,280
-29% -$714K 0.06% 316
2024
Q1 		$2.57M Sell
14,883
-1,460
-9% -$230K 0.1% 204
2023
Q4 		$2.29M Buy
+16,343
New +$2.13M 0.11% 204

Other funds holding ALL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Concurrent Investment Advisors's ALL Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Allstate (ALL) stake by 20% in Q2 2026, buying an estimated $805K and bringing the position to 21,821 shares worth $5.19M. The position accounts for 0.04% of the portfolio, ranked #423.

Concurrent Investment Advisors first reported a position in ALL in Q4 2023 and has held it in 11 quarters since. 1,755 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Concurrent Investment Advisors held 21,821 shares of Allstate worth $5.19M as of Q2 2026.
  • Concurrent Investment Advisors bought 3,705 Allstate shares in Q2 2026, an estimated $805K.
  • Allstate made up 0.04% of Concurrent Investment Advisors's portfolio in Q2 2026, its #423 holding.
  • Concurrent Investment Advisors first reported a position in Allstate in Q4 2023 and has held it in 11 quarters since.
  • 1,755 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.