Creative Planning’s Allstate ALL Stock Holding History

Creative Planning’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	$24.5M	Buy	118,130 +22,043	+23%	+$4.52M	0.02%	366
2025 Q4	$20M	Buy	96,087 +4,361	+5%	+$893K	0.01%	382
2025 Q3	$19.7M	Buy	91,726 +1,075	+1%	+$217K	0.02%	369
2025 Q2	$18.2M	Buy	90,651 +6,012	+7%	+$1.2M	0.02%	359
2025 Q1	$17.5M	Buy	84,639 +13,206	+18%	+$2.57M	0.02%	353
2024 Q4	$13.8M	Buy	71,433 +4,610	+7%	+$895K	0.01%	372
2024 Q3	$12.7M	Buy	66,823 +3,280	+5%	+$582K	0.01%	372
2024 Q2	$10.1M	Buy	63,543 +5,267	+9%	+$879K	0.01%	404
2024 Q1	$10.1M	Buy	58,276 +5,601	+11%	+$884K	0.01%	406
2023 Q4	$7.38M	Buy	52,675 +4,583	+10%	+$598K	0.01%	459
2023 Q3	$5.36M	Buy	48,092 +5,614	+13%	+$613K	0.01%	511
2023 Q2	$4.63M	Buy	42,478 +2,880	+7%	+$327K	0.01%	544
2023 Q1	$4.39M	Sell	39,598 -1,481	-4%	-$187K	0.01%	538
2022 Q4	$5.57M	Buy	41,079 +3,782	+10%	+$495K	0.01%	457
2022 Q3	$4.64M	Sell	37,297 -412	-1%	-$51.2K	0.01%	461
2022 Q2	$4.78M	Buy	37,709 +6,189	+20%	+$811K	0.01%	464
2022 Q1	$4.37M	Buy	31,520 +1,284	+4%	+$161K	0.01%	489
2021 Q4	$3.56M	Sell	30,236 -869	-3%	-$103K	0.01%	514
2021 Q3	$3.96M	Sell	31,105 -329	-1%	-$43.5K	0.01%	478
2021 Q2	$4.1M	Sell	31,434 -3,874	-11%	-$500K	0.01%	460
2021 Q1	$4.06M	Buy	35,308 +3,366	+11%	+$371K	0.01%	468
2020 Q4	$3.51M	Buy	31,942 +1,035	+3%	+$102K	0.01%	464
2020 Q3	$2.91M	Sell	30,907 -670	-2%	-$62.5K	0.01%	445
2020 Q2	$3.06M	Buy	31,577 +174	+0.6%	+$17.1K	0.01%	376
2020 Q1	$2.88M	Sell	31,403 -3,179	-9%	-$346K	0.01%	341
2019 Q4	$3.89M	Buy	34,582 +6,068	+21%	+$662K	0.01%	339
2019 Q3	$3.1M	Sell	28,514 -257	-0.9%	-$26.8K	0.01%	388
2019 Q2	$2.93M	Buy	28,771 +695	+2%	+$67.9K	0.01%	392
2019 Q1	$2.64M	Sell	28,076 -1,508	-5%	-$136K	0.01%	394
2018 Q4	$2.44M	Sell	29,584 -2,066	-7%	-$186K	0.01%	384
2018 Q3	$3.12M	Sell	31,650 -4,307	-12%	-$420K	0.01%	376
2018 Q2	$3.28M	Buy	35,957 +2,556	+8%	+$243K	0.01%	354
2018 Q1	$3.17M	Sell	33,401 -540	-2%	-$52.3K	0.01%	349
2017 Q4	$3.55M	Buy	33,941 +2,661	+9%	+$262K	0.02%	316
2017 Q3	$2.88M	Buy	31,280 +3,947	+14%	+$359K	0.01%	364
2017 Q2	$2.42M	Sell	27,333 -1,704	-6%	-$144K	0.01%	384
2017 Q1	$2.37M	Buy	29,037 +2,444	+9%	+$192K	0.01%	374
2016 Q4	$1.97M	Buy	26,593 +495	+2%	+$34.9K	0.01%	410
2016 Q3	$1.8M	Sell	26,098 -9,578	-27%	-$660K	0.01%	404
2016 Q2	$2.5M	Buy	35,676 +10,784	+43%	+$722K	0.02%	289
2016 Q1	$1.68M	Sell	24,892 -501	-2%	-$31.5K	0.01%	356
2015 Q4	$1.58M	Buy	25,393 +726	+3%	+$45.1K	0.01%	367
2015 Q3	$1.44M	Sell	24,667 -744	-3%	-$46.5K	0.01%	375
2015 Q2	$1.65M	Buy	25,411 +1,609	+7%	+$110K	0.02%	337
2015 Q1	$1.69M	Sell	23,802 -1,225	-5%	-$86.5K	0.02%	319
2014 Q4	$1.76M	Buy	25,027 +1,329	+6%	+$87.4K	0.02%	302
2014 Q3	$1.45M	Buy	23,698 +1,493	+7%	+$89.6K	0.02%	308
2014 Q2	$1.3M	Buy	22,205 +2,022	+10%	+$117K	0.02%	321
2014 Q1	$1.14M	Sell	20,183 -3,963	-16%	-$213K	0.02%	328
2013 Q4	$1.32M	Buy	24,146 +4,244	+21%	+$226K	0.02%	253
2013 Q3	$1.01M	Buy	19,902 +3,066	+18%	+$154K	0.02%	261
2013 Q2	$810K	Buy	+16,836	New	+$819K	0.02%	282

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

Creative Planning's ALL Position: Q1 2026 in Review

Creative Planning increased its Allstate (ALL) stake by 23% in Q1 2026, buying an estimated $4.52M and bringing the position to 118,130 shares worth $24.5M. The position accounts for 0.02% of the portfolio, ranked #366.

Creative Planning first reported a position in ALL in Q2 2013 and has held it in 52 quarters since. 1,677 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

Creative Planning held 118,130 shares of Allstate worth $24.5M as of Q1 2026.
Creative Planning bought 22,043 Allstate shares in Q1 2026, an estimated $4.52M.
Allstate made up 0.02% of Creative Planning's portfolio in Q1 2026, its #366 holding.
Creative Planning first reported a position in Allstate in Q2 2013 and has held it in 52 quarters since.
1,677 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.