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Evelyn Partners Investment Management’s Allstate ALL Stock Holding History

Evelyn Partners Investment 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 		$278K Hold
1,342
– – 0.01% 188
2025
Q4 		$279K Hold
1,342
– – 0.01% 188
2025
Q3 		$288K Hold
1,342
– – 0.01% 180
2025
Q2 		$270K Hold
1,342
– – 0.01% 180
2025
Q1 		$278K Hold
1,342
– – 0.01% 178
2024
Q4 		$259K Buy
+1,342
New +$261K 0.01% 182

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

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

Evelyn Partners Investment Management held its Allstate (ALL) position steady in Q1 2026 at 1,342 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #188.

Evelyn Partners Investment Management first reported a position in ALL in Q4 2024 and has held it in 6 quarters since. The position peaked at $288K in Q3 2025. 1,679 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

  • Evelyn Partners Investment Management held 1,342 shares of Allstate worth $278K as of Q1 2026.
  • Evelyn Partners Investment Management left its Allstate share count unchanged in Q1 2026.
  • Allstate made up 0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #188 holding.
  • Evelyn Partners Investment Management first reported a position in Allstate in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Allstate position peaked at $288K in Q3 2025.
  • 1,679 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

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