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 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 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

Concurrent Investment Advisors's ALL Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Allstate (ALL) stake by 6.5% in Q1 2026, buying an estimated $226K and bringing the position to 18,116 shares worth $3.76M. The position accounts for 0.04% of the portfolio, ranked #426.

Concurrent Investment Advisors first reported a position in ALL in Q4 2023 and has held it in 10 quarters since. 1,678 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

Concurrent Investment Advisors held 18,116 shares of Allstate worth $3.76M as of Q1 2026.
Concurrent Investment Advisors bought 1,103 Allstate shares in Q1 2026, an estimated $226K.
Allstate made up 0.04% of Concurrent Investment Advisors's portfolio in Q1 2026, its #426 holding.
Concurrent Investment Advisors first reported a position in Allstate in Q4 2023 and has held it in 10 quarters since.
1,678 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

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