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Forum Financial Management’s Allstate ALL Stock Holding History

Forum Financial 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
Q2 		$2.57M Sell
10,796
-565
-5% -$123K 0.03% 80
2026
Q1 		$2.36M Sell
11,361
-4,956
-30% -$1.02M 0.03% 80
2025
Q4 		$3.4M Sell
16,317
-4,878
-23% -$999K 0.04% 96
2025
Q3 		$4.55M Buy
21,195
+938
+5% +$189K 0.06% 67
2025
Q2 		$4.08M Buy
20,257
+2,504
+14% +$500K 0.06% 68
2025
Q1 		$3.68M Buy
+17,753
New +$3.46M 0.06% 68
2024
Q4 		– Sell
-9,679
Closed -$1.84M – 903
2024
Q3 		$1.84M Buy
9,679
+131
+1% +$23.3K 0.03% 115
2024
Q2 		$1.52M Sell
9,548
-41
-0.4% -$6.84K 0.03% 131
2024
Q1 		$1.66M Buy
9,589
+303
+3% +$47.8K 0.03% 136
2023
Q4 		$1.3M Sell
9,286
-566
-6% -$73.8K 0.02% 135
2023
Q3 		$1.1M Buy
9,852
+297
+3% +$32.4K 0.02% 145
2023
Q2 		$1.04M Buy
9,555
+427
+5% +$48.4K 0.02% 154
2023
Q1 		$1.01M Sell
9,128
-106
-1% -$13.4K 0.03% 141
2022
Q4 		$1.25M Sell
9,234
-253
-3% -$33.1K 0.04% 108
2022
Q3 		$1.18M Sell
9,487
-15
-0.2% -$1.86K 0.06% 97
2022
Q2 		$1.2M Sell
9,502
-4
-0% -$524 0.06% 106
2022
Q1 		$1.32M Buy
9,506
+428
+5% +$53.7K 0.06% 95
2021
Q4 		$1.07M Buy
+9,078
New +$1.07M 0.05% 118

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

Forum Financial Management's ALL Position: Q2 2026 in Review

Forum Financial Management reduced its Allstate (ALL) stake by 5% in Q2 2026, selling an estimated $123K and leaving 10,796 shares worth $2.57M. The position accounts for 0.03% of the portfolio, ranked #80.

Forum Financial Management first reported a position in ALL in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.55M in Q3 2025. 1,744 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Forum Financial Management held 10,796 shares of Allstate worth $2.57M as of Q2 2026.
  • Forum Financial Management sold 565 Allstate shares in Q2 2026, an estimated $123K.
  • Allstate made up 0.03% of Forum Financial Management's portfolio in Q2 2026, its #80 holding.
  • Forum Financial Management first reported a position in Allstate in Q4 2021 and has held it in 18 quarters since.
  • Forum Financial Management's Allstate position peaked at $4.55M in Q3 2025.
  • 1,744 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.