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Evelyn Partners Asset Management’s Allstate ALL Stock Holding History

Evelyn Partners Asset 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 		$9.95K Hold
48
– – ﹤0.01% 261
2025
Q4 		$9.99K Hold
48
– – ﹤0.01% 237
2025
Q3 		$10.3K Buy
+48
New +$9.69K ﹤0.01% 224

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

Evelyn Partners Asset Management's ALL Position: Q1 2026 in Review

Evelyn Partners Asset Management held its Allstate (ALL) position steady in Q1 2026 at 48 shares worth $9.95K. The position accounts for ﹤0.01% of the portfolio, ranked #261.

Evelyn Partners Asset Management first reported a position in ALL in Q3 2025 and has held it in 3 quarters since. The position peaked at $10.3K in Q3 2025. 1,688 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

  • Evelyn Partners Asset Management held 48 shares of Allstate worth $9.95K as of Q1 2026.
  • Evelyn Partners Asset Management left its Allstate share count unchanged in Q1 2026.
  • Allstate made up ﹤0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #261 holding.
  • Evelyn Partners Asset Management first reported a position in Allstate in Q3 2025 and has held it in 3 quarters since.
  • Evelyn Partners Asset Management's Allstate position peaked at $10.3K in Q3 2025.
  • 1,688 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.