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EP Wealth Advisors’s Allstate ALL Stock Holding History

EP Wealth 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 		$42.2M Sell
203,744
-107,620
-35% -$22.1M 0.21% 81
2025
Q4 		$64.8M Buy
+311,364
New +$63.7M 0.34% 51
2025
Q2 		$62.1M Sell
308,540
-1,487
-0.5% -$297K 0.41% 52
2025
Q1 		$64.2M Sell
310,027
-6,686
-2% -$1.3M 0.51% 41
2024
Q4 		$61.1M Sell
316,713
-7,264
-2% -$1.41M 0.5% 45
2024
Q3 		$61.4M Buy
323,977
+6,989
+2% +$1.24M 0.53% 43
2024
Q2 		$50.6M Buy
316,988
+7,481
+2% +$1.25M 0.54% 46
2024
Q1 		$53.5M Buy
309,507
+623
+0.2% +$98.3K 0.63% 43
2023
Q4 		$43.2M Sell
308,884
-236
-0.1% -$30.8K 0.55% 48
2023
Q3 		$34.4M Buy
309,120
+33,585
+12% +$3.66M 0.53% 49
2023
Q2 		$32.3M Hold
275,535
– – 0.47% 55
2023
Q1 		$30.5M Buy
275,535
+7,996
+3% +$1.01M 0.53% 47
2022
Q4 		$36.3M Buy
267,539
+236
+0.1% +$30.9K 0.65% 42
2022
Q3 		$33.3M Buy
267,303
+2,668
+1% +$331K 0.75% 37
2022
Q2 		$0 Buy
264,635
+10,138
+4% +$1.33M ﹤0.01% 639
2022
Q1 		$35.3M Buy
254,497
+12,405
+5% +$1.56M 0.77% 36
2021
Q4 		$28.5M Buy
242,092
+9,133
+4% +$1.08M 0.67% 39
2021
Q3 		$29.7M Buy
232,959
+10,579
+5% +$1.4M 0.81% 31
2021
Q2 		$29M Buy
222,380
+9,066
+4% +$1.17M 0.8% 29
2021
Q1 		$24.5M Sell
213,314
-41,315
-16% -$4.55M 0.78% 34
2020
Q4 		$28M Buy
254,629
+16,066
+7% +$1.58M 0.98% 22
2020
Q3 		$22.5M Buy
238,563
+23,524
+11% +$2.19M 0.97% 22
2020
Q2 		$20.9M Buy
215,039
+14,373
+7% +$1.41M 0.89% 23
2020
Q1 		$18.4M Buy
200,666
+6,662
+3% +$724K 0.9% 22
2019
Q4 		$21.8M Buy
194,004
+1,269
+0.7% +$139K 0.9% 24
2019
Q3 		$20.9M Buy
+192,735
New +$20.1M 1.04% 21
2019
Q2 		– Sell
-187,788
Closed -$17.7M – 314
2019
Q1 		$17.7M Buy
187,788
+14,234
+8% +$1.29M 1.7% 20
2018
Q4 		$14.3M Buy
173,554
+4,596
+3% +$413K 1.11% 24
2018
Q3 		$16.7M Buy
168,958
+5,883
+4% +$574K 1.3% 20
2018
Q2 		$14.9M Buy
163,075
+3,794
+2% +$361K 1.4% 21
2018
Q1 		$15.1M Buy
159,281
+6,448
+4% +$625K 1.46% 18
2017
Q4 		$16M Buy
152,833
+844
+0.6% +$83.1K 1.69% 13
2017
Q3 		$14M Buy
151,989
+2,245
+1% +$204K 1.61% 13
2017
Q2 		$13.2M Buy
149,744
+1,540
+1% +$131K 1.62% 13
2017
Q1 		$12.1M Buy
148,204
+2,394
+2% +$188K 1.67% 16
2016
Q4 		$9.66M Buy
145,810
+5,448
+4% +$384K 1.41% 16
2016
Q3 		$9.71M Sell
140,362
-934
-0.7% -$64.3K 1.52% 19
2016
Q2 		$9.88M Sell
141,296
-14,098
-9% -$944K 1.58% 16
2016
Q1 		$10.5M Sell
155,394
-15,746
-9% -$989K 1.61% 17
2015
Q4 		$10.6M Buy
171,140
+9,547
+6% +$594K 1.79% 22
2015
Q3 		$9.41M Buy
161,593
+1,893
+1% +$118K 1.79% 20
2015
Q2 		$10.4M Buy
159,700
+8,496
+6% +$582K 1.94% 24
2015
Q1 		$10.8M Buy
151,204
+29,062
+24% +$2.05M 2.02% 20
2014
Q4 		$8.58M Buy
122,142
+1,064
+0.9% +$70K 1.41% 29
2014
Q3 		$7.43M Buy
121,078
+5,656
+5% +$340K 1.2% 30
2014
Q2 		$6.78M Buy
115,422
+107,981
+1,451% +$6.22M 1.58% 28
2014
Q1 		$421K Buy
7,441
+2
+0% +$107 0.12% 66
2013
Q4 		$406K Sell
7,439
-199
-3% -$10.6K 0.11% 77
2013
Q3 		$386K Buy
7,638
+202
+3% +$10.2K 0.12% 68
2013
Q2 		$358K Buy
+7,436
New +$362K 0.13% 57

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

EP Wealth Advisors's ALL Position: Q1 2026 in Review

EP Wealth Advisors reduced its Allstate (ALL) stake by 35% in Q1 2026, selling an estimated $22.1M and leaving 203,744 shares worth $42.2M. The position accounts for 0.21% of the portfolio, ranked #81.

EP Wealth Advisors first reported a position in ALL in Q2 2013 and has held it in 50 quarters since. The position peaked at $64.8M in Q4 2025. 1,679 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

  • EP Wealth Advisors held 203,744 shares of Allstate worth $42.2M as of Q1 2026.
  • EP Wealth Advisors sold 107,620 Allstate shares in Q1 2026, an estimated $22.1M.
  • Allstate made up 0.21% of EP Wealth Advisors's portfolio in Q1 2026, its #81 holding.
  • EP Wealth Advisors first reported a position in Allstate in Q2 2013 and has held it in 50 quarters since.
  • EP Wealth Advisors's Allstate position peaked at $64.8M in Q4 2025.
  • 1,679 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

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