CPC
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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
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

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 $3.37T AUM 44.26% 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

Consolidated Planning Corp's ALL Position: Q2 2026 in Review

Consolidated Planning Corp opened a new position in Allstate (ALL) in Q2 2026: 859 shares worth $204K. The stake represents 0.03% of the portfolio and ranks #153 among its holdings. This is a return to the name: Consolidated Planning Corp previously reported a position in ALL as recently as Q2 2025.

Consolidated Planning Corp first reported a position in ALL in Q3 2021 and has held it in 7 quarters since. The position peaked at $4.4M in Q1 2025. 1,753 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Consolidated Planning Corp held 859 shares of Allstate worth $204K as of Q2 2026.
  • Allstate was a new Consolidated Planning Corp position in Q2 2026.
  • Allstate made up 0.03% of Consolidated Planning Corp's portfolio in Q2 2026, its #153 holding.
  • Consolidated Planning Corp first reported a position in Allstate in Q3 2021 and has held it in 7 quarters since.
  • Consolidated Planning Corp's Allstate position peaked at $4.4M in Q1 2025.
  • 1,753 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.