Fulcrum Asset Management’s Allstate ALL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,333
Closed -$214K 194
2025
Q1
$214K Sell
1,333
-67
-5% -$13K 0.04% 198
2024
Q4
$218K Buy
+1,400
New +$272K 1.02% 15

Other funds holding ALL

Fulcrum Asset Management's ALL Position: Q1 2026 in Review

Fulcrum Asset Management increased its Allstate (ALL) stake by 4.8% in Q1 2026, buying an estimated $13.3K and bringing the position to 1,407 shares worth $292K. The position accounts for 0.04% of the portfolio, ranked #152.

Fulcrum Asset Management first reported a position in ALL in Q2 2025 and has held it in 4 quarters since. The position peaked at $297K in Q3 2025. 1,677 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

  • Fulcrum Asset Management held 1,407 shares of Allstate worth $292K as of Q1 2026.
  • Fulcrum Asset Management bought 65 Allstate shares in Q1 2026, an estimated $13.3K.
  • Allstate made up 0.04% of Fulcrum Asset Management's portfolio in Q1 2026, its #152 holding.
  • Fulcrum Asset Management first reported a position in Allstate in Q2 2025 and has held it in 4 quarters since.
  • Fulcrum Asset Management's Allstate position peaked at $297K in Q3 2025.
  • 1,677 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.