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Dynasty Wealth Management’s Allstate ALL Stock Holding History

Dynasty Wealth Management’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 		$842K Sell
4,063
-5,784
-59% -$1.19M 0.01% 191
2025
Q4 		$2.05M Sell
9,847
-1,170
-11% -$240K 0.02% 132
2025
Q3 		$2.36M Buy
+11,017
New +$2.22M 0.03% 104

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

Dynasty Wealth Management's ALL Position: Q1 2026 in Review

Dynasty Wealth Management reduced its Allstate (ALL) stake by 59% in Q1 2026, selling an estimated $1.19M and leaving 4,063 shares worth $842K. The position accounts for 0.01% of the portfolio, ranked #191.

Dynasty Wealth Management first reported a position in ALL in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.36M in Q3 2025. 1,677 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

  • Dynasty Wealth Management held 4,063 shares of Allstate worth $842K as of Q1 2026.
  • Dynasty Wealth Management sold 5,784 Allstate shares in Q1 2026, an estimated $1.19M.
  • Allstate made up 0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #191 holding.
  • Dynasty Wealth Management first reported a position in Allstate in Q3 2025 and has held it in 3 quarters since.
  • Dynasty Wealth Management's Allstate position peaked at $2.36M in Q3 2025.
  • 1,677 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.