Crescent Grove Advisors’s Allstate ALL Stock Holding History

Crescent Grove Advisors’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	–	Sell	-1,544	Closed	-$323K	–	304
2025 Q4	$323K	Hold	1,544	–	–	0.03%	230
2025 Q3	$333K	Hold	1,544	–	–	0.03%	216
2025 Q2	$312K	Hold	1,544	–	–	0.03%	211
2025 Q1	$321K	Buy	+1,544	New	+$301K	0.03%	203

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

Crescent Grove Advisors's ALL Position: Q1 2026 in Review

Crescent Grove Advisors sold out of Allstate (ALL) in Q1 2026, closing a stake of 1,544 shares — an estimated $323K sold.

Crescent Grove Advisors first reported a position in ALL in Q1 2025 and held it in 4 quarters. The position peaked at $333K in Q3 2025. 1,678 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

Crescent Grove Advisors reported no remaining Allstate position as of Q1 2026 after selling out during the quarter.
Crescent Grove Advisors sold 1,544 Allstate shares in Q1 2026, an estimated $323K.
Crescent Grove Advisors first reported a position in Allstate in Q1 2025 and held it in 4 quarters.
Crescent Grove Advisors's Allstate position peaked at $333K in Q3 2025.
1,678 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.