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Fiduciary Planning’s Allstate ALL Stock Holding History

Fiduciary 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
Q2 		$220K Buy
+924
New +$201K 0.06% 73
2021
Q2 		– Sell
-743
Closed -$85K – 68
2021
Q1 		$85K Hold
743
– – 0.13% 56
2020
Q4 		$82K Hold
743
– – 0.12% 65
2020
Q3 		$70K Buy
+743
New +$69.3K 0.12% 61

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Fiduciary Planning's ALL Position: Q2 2026 in Review

Fiduciary Planning opened a new position in Allstate (ALL) in Q2 2026: 924 shares worth $220K. The stake represents 0.06% of the portfolio and ranks #73 among its holdings. This is a return to the name: Fiduciary Planning previously reported a position in ALL as recently as Q1 2021.

Fiduciary Planning first reported a position in ALL in Q3 2020 and has held it in 4 quarters since. 1,751 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Fiduciary Planning held 924 shares of Allstate worth $220K as of Q2 2026.
  • Allstate was a new Fiduciary Planning position in Q2 2026.
  • Allstate made up 0.06% of Fiduciary Planning's portfolio in Q2 2026, its #73 holding.
  • Fiduciary Planning first reported a position in Allstate in Q3 2020 and has held it in 4 quarters since.
  • 1,751 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Fiduciary Planning's 13F filing for Q2 2026, filed 31 Jul 2026.