Consolidated Planning Corp
ALL icon

Consolidated Planning Corp’s Allstate ALL Stock Holding History

Consolidated Planning Corp’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 		$201K Buy
906
+47
+5% +$11.9K 0.03% 183
2026
Q2 		$204K Buy
+859
New +$187K 0.03% 153
2025
Q3 		– Sell
-21,790
Closed -$4.39M – 194
2025
Q2 		$4.39M Buy
21,790
+534
+3% +$107K 0.55% 64
2025
Q1 		$4.4M Buy
21,256
+20,034
+1,639% +$3.9M 0.61% 55
2024
Q4 		$236K Hold
1,222
– – 0.03% 185
2024
Q3 		$232K Buy
+1,222
New +$217K 0.03% 181
2024
Q2 		– Sell
-1,186
Closed -$205K – 185
2024
Q1 		$205K Buy
+1,186
New +$187K 0.04% 179
2021
Q4 		– Sell
-1,405
Closed -$179K – 82
2021
Q3 		$179K Buy
+1,405
New +$186K 0.12% 68

Other funds holding ALL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AustralianSuper
AustralianSuper Melbourne, Australia $24.4B AUM 44.82% 1-Year Est. Return

Consolidated Planning Corp's ALL Position: Q3 2026 in Review

Consolidated Planning Corp increased its Allstate (ALL) stake by 5.5% in Q3 2026, buying an estimated $11.9K and bringing the position to 906 shares worth $201K. The position accounts for 0.03% of the portfolio, ranked #183.

Consolidated Planning Corp first reported a position in ALL in Q3 2021 and has held it in 8 quarters since. The position peaked at $4.4M in Q1 2025. 1,098 funds tracked by Wall St. Rank hold ALL as of Q3 2026.

  • Consolidated Planning Corp held 906 shares of Allstate worth $201K as of Q3 2026.
  • Consolidated Planning Corp bought 47 Allstate shares in Q3 2026, an estimated $11.9K.
  • Allstate made up 0.03% of Consolidated Planning Corp's portfolio in Q3 2026, its #183 holding.
  • Consolidated Planning Corp first reported a position in Allstate in Q3 2021 and has held it in 8 quarters since.
  • Consolidated Planning Corp's Allstate position peaked at $4.4M in Q1 2025.
  • 1,098 funds tracked by Wall St. Rank held Allstate as of Q3 2026.

Based on Consolidated Planning Corp's 13F filing for Q3 2026, filed 21 Oct 2026.