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Independent Advisor Alliance’s Allstate ALL Stock Holding History

Independent Advisor Alliance’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 		$2.42M Buy
11,660
+2,377
+26% +$487K 0.03% 500
2025
Q4 		$1.93M Sell
9,283
-12,763
-58% -$2.61M 0.05% 314
2025
Q3 		$4.73M Buy
22,046
+1,510
+7% +$305K 0.12% 144
2025
Q2 		$4.13M Buy
20,536
+554
+3% +$111K 0.12% 145
2025
Q1 		$4.14M Buy
19,982
+19
+0.1% +$3.7K 0.14% 132
2024
Q4 		$3.85M Sell
19,963
-535
-3% -$104K 0.05% 333
2024
Q3 		$3.89M Buy
20,498
+14,237
+227% +$2.53M 0.14% 127
2024
Q2 		$1,000K Buy
6,261
+1,591
+34% +$265K 0.03% 327
2024
Q1 		$808K Sell
4,670
-263
-5% -$41.5K 0.03% 358
2023
Q4 		$691K Buy
4,933
+471
+11% +$61.4K 0.02% 369
2023
Q3 		$497K Sell
4,462
-2,675
-37% -$292K 0.02% 415
2023
Q2 		$778K Sell
7,137
-797
-10% -$90.4K 0.03% 340
2023
Q1 		$879K Buy
+7,934
New +$1M 0.04% 307
2022
Q4 		– Sell
-8,720
Closed -$1.09M – 430
2022
Q3 		$1.09M Sell
8,720
-70
-0.8% -$8.7K 0.06% 251
2022
Q2 		$1.11M Sell
8,790
-188
-2% -$24.6K 0.06% 253
2022
Q1 		$1.24M Buy
8,978
+5,803
+183% +$728K 0.06% 246
2021
Q4 		$374K Buy
3,175
+187
+6% +$22.1K 0.02% 464
2021
Q3 		$380K Sell
2,988
-115
-4% -$15.2K 0.02% 434
2021
Q2 		$405K Buy
3,103
+113
+4% +$14.6K 0.02% 437
2021
Q1 		$344K Sell
2,990
-104
-3% -$11.5K 0.02% 460
2020
Q4 		$340K Buy
3,094
+62
+2% +$6.09K 0.02% 417
2020
Q3 		$285K Sell
3,032
-133
-4% -$12.4K 0.02% 396
2020
Q2 		$307K Buy
3,165
+137
+5% +$13.5K 0.03% 361
2020
Q1 		$278K Buy
+3,028
New +$329K 0.04% 291

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

Independent Advisor Alliance's ALL Position: Q1 2026 in Review

Independent Advisor Alliance increased its Allstate (ALL) stake by 26% in Q1 2026, buying an estimated $487K and bringing the position to 11,660 shares worth $2.42M. The position accounts for 0.03% of the portfolio, ranked #500.

Independent Advisor Alliance first reported a position in ALL in Q1 2020 and has held it in 24 quarters since. The position peaked at $4.73M in Q3 2025. 1,677 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

  • Independent Advisor Alliance held 11,660 shares of Allstate worth $2.42M as of Q1 2026.
  • Independent Advisor Alliance bought 2,377 Allstate shares in Q1 2026, an estimated $487K.
  • Allstate made up 0.03% of Independent Advisor Alliance's portfolio in Q1 2026, its #500 holding.
  • Independent Advisor Alliance first reported a position in Allstate in Q1 2020 and has held it in 24 quarters since.
  • Independent Advisor Alliance's Allstate position peaked at $4.73M in Q3 2025.
  • 1,677 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.