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Elser Financial Planning’s Allstate ALL Stock Holding History

Elser Financial 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 		– Sell
-2,433
Closed -$507K – 133
2025
Q4 		$507K Buy
2,433
+895
+58% +$183K 0.37% 37
2025
Q3 		$323K Sell
1,538
-5
-0.3% -$1.01K 0.39% 46
2025
Q2 		$311K Hold
1,543
– – 0.39% 51
2025
Q1 		$319K Buy
1,543
+17
+1% +$3.31K 0.44% 43
2024
Q4 		$294K Buy
1,526
+6
+0.4% +$1.17K 0.02% 82
2024
Q3 		$288K Buy
1,520
+15
+1% +$2.66K 0.42% 45
2024
Q2 		$240K Buy
+1,505
New +$251K 0.04% 85

Other funds holding ALL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Elser Financial Planning's ALL Position: Q1 2026 in Review

Elser Financial Planning sold out of Allstate (ALL) in Q1 2026, closing a stake of 2,433 shares — an estimated $507K sold.

Elser Financial Planning first reported a position in ALL in Q2 2024 and held it in 7 quarters. The position peaked at $507K in Q4 2025. 1,688 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

  • Elser Financial Planning reported no remaining Allstate position as of Q1 2026 after selling out during the quarter.
  • Elser Financial Planning sold 2,433 Allstate shares in Q1 2026, an estimated $507K.
  • Elser Financial Planning first reported a position in Allstate in Q2 2024 and held it in 7 quarters.
  • Elser Financial Planning's Allstate position peaked at $507K in Q4 2025.
  • 1,688 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Elser Financial Planning's 13F filing for Q1 2026, filed 16 Apr 2026.