CF
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Convergence Financial’s Allstate ALL Stock Holding History

Convergence Financial’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 		$1.86M Sell
8,981
-149
-2% -$30.5K 0.2% 69
2025
Q4 		$1.9M Buy
9,130
+91
+1% +$18.6K 0.28% 59
2025
Q3 		$1.94M Buy
9,039
+169
+2% +$34.1K 0.29% 54
2025
Q2 		$1.79M Buy
8,870
+7
+0.1% +$1.4K 0.31% 55
2025
Q1 		$1.84M Buy
8,863
+216
+2% +$42.1K 0.36% 48
2024
Q4 		$1.67M Sell
8,647
-75
-0.9% -$14.6K 0.33% 46
2024
Q3 		$1.65M Buy
8,722
+2,204
+34% +$391K 0.35% 45
2024
Q2 		$1.04M Buy
+6,518
New +$1.09M 0.28% 52

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

Convergence Financial's ALL Position: Q1 2026 in Review

Convergence Financial reduced its Allstate (ALL) stake by 1.6% in Q1 2026, selling an estimated $30.5K and leaving 8,981 shares worth $1.86M. The position accounts for 0.2% of the portfolio, ranked #69.

Convergence Financial first reported a position in ALL in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.94M in Q3 2025. 1,677 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

  • Convergence Financial held 8,981 shares of Allstate worth $1.86M as of Q1 2026.
  • Convergence Financial sold 149 Allstate shares in Q1 2026, an estimated $30.5K.
  • Allstate made up 0.2% of Convergence Financial's portfolio in Q1 2026, its #69 holding.
  • Convergence Financial first reported a position in Allstate in Q2 2024 and has held it in 8 quarters since.
  • Convergence Financial's Allstate position peaked at $1.94M in Q3 2025.
  • 1,677 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.