IMA Advisory Services’s Allstate ALL Stock Holding History

IMA Advisory Services’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	$861K	Sell	4,133 -21	-0.5%	-$4.3K	0.08%	129
2025 Q4	$869K	Sell	4,154 -47	-1%	-$9.62K	0.08%	135
2025 Q3	$906K	Buy	4,201 +103	+3%	+$20.8K	0.09%	126
2025 Q2	$829K	Buy	4,098 +2,892	+240%	+$577K	0.09%	131
2025 Q1	$251K	Buy	+1,206	New	+$235K	0.03%	163
2022 Q4	–	Sell	-6	Closed	-$1K	–	344
2022 Q3	$1K	Buy	+6	New	+$745	﹤0.01%	304
2019 Q2	–	Sell	-813	Closed	-$77K	–	277
2019 Q1	$77K	Buy	813 +798	+5,320%	+$72.2K	0.03%	139
2018 Q4	$1K	Hold	15	–	–	﹤0.01%	303
2018 Q3	$1K	Hold	15	–	–	﹤0.01%	312
2018 Q2	$1K	Buy	+15	New	+$1.43K	﹤0.01%	414

Other funds holding ALL

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IMA Advisory Services's ALL Position: Q1 2026 in Review

IMA Advisory Services reduced its Allstate (ALL) stake by 0.51% in Q1 2026, selling an estimated $4.3K and leaving 4,133 shares worth $861K. The position accounts for 0.08% of the portfolio, ranked #129.

IMA Advisory Services first reported a position in ALL in Q2 2018 and has held it in 10 quarters since. The position peaked at $906K in Q3 2025. 1,678 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

IMA Advisory Services held 4,133 shares of Allstate worth $861K as of Q1 2026.
IMA Advisory Services sold 21 Allstate shares in Q1 2026, an estimated $4.3K.
Allstate made up 0.08% of IMA Advisory Services's portfolio in Q1 2026, its #129 holding.
IMA Advisory Services first reported a position in Allstate in Q2 2018 and has held it in 10 quarters since.
IMA Advisory Services's Allstate position peaked at $906K in Q3 2025.
1,678 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.