Cooper Financial Group’s Allstate ALL Stock Holding History

Cooper Financial Group’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	$283K	Sell	1,277 -2,077	-62%	-$527K	0.02%	362
2026 Q2	$798K	Sell	3,354 -1,720	-34%	-$374K	0.07%	197
2026 Q1	$1.05M	Buy	5,074 +3,921	+340%	+$804K	0.11%	151
2025 Q4	$240K	Buy	1,153 +38	+3%	+$7.78K	0.03%	333
2025 Q3	$239K	Buy	1,115 +58	+5%	+$11.7K	0.03%	337
2025 Q2	$213K	Buy	1,057 +55	+5%	+$11K	0.03%	353
2025 Q1	$207K	Buy	+1,002	New	+$195K	0.03%	362

Other funds holding ALL

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

DCM

Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

BTC

Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return

Cooper Financial Group's ALL Position: Q3 2026 in Review

Cooper Financial Group reduced its Allstate (ALL) stake by 62% in Q3 2026, selling an estimated $527K and leaving 1,277 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #362.

Cooper Financial Group first reported a position in ALL in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.05M in Q1 2026. 48 funds tracked by Wall St. Rank hold ALL as of Q3 2026.

Cooper Financial Group held 1,277 shares of Allstate worth $283K as of Q3 2026.
Cooper Financial Group sold 2,077 Allstate shares in Q3 2026, an estimated $527K.
Allstate made up 0.02% of Cooper Financial Group's portfolio in Q3 2026, its #362 holding.
Cooper Financial Group first reported a position in Allstate in Q1 2025 and has held it in 7 quarters since.
Cooper Financial Group's Allstate position peaked at $1.05M in Q1 2026.
48 funds tracked by Wall St. Rank held Allstate as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.