IAG
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Ipsen Advisor Group’s Allstate ALL Stock Holding History

Ipsen Advisor Group’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 		$622K Buy
2,998
+58
+2% +$11.9K 0.44% 63
2025
Q4 		$612K Sell
2,940
-35
-1% -$7.17K 0.43% 59
2025
Q3 		$639K Sell
2,975
-13
-0.4% -$2.62K 0.46% 52
2025
Q2 		$601K Buy
2,988
+117
+4% +$23.3K 0.46% 58
2025
Q1 		$594K Sell
2,871
-186
-6% -$36.2K 0.51% 50
2024
Q4 		$589K Buy
+3,057
New +$593K 0.5% 48

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

Ipsen Advisor Group's ALL Position: Q1 2026 in Review

Ipsen Advisor Group increased its Allstate (ALL) stake by 2% in Q1 2026, buying an estimated $11.9K and bringing the position to 2,998 shares worth $622K. The position accounts for 0.44% of the portfolio, ranked #63.

Ipsen Advisor Group first reported a position in ALL in Q4 2024 and has held it in 6 quarters since. The position peaked at $639K in Q3 2025. 1,677 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

  • Ipsen Advisor Group held 2,998 shares of Allstate worth $622K as of Q1 2026.
  • Ipsen Advisor Group bought 58 Allstate shares in Q1 2026, an estimated $11.9K.
  • Allstate made up 0.44% of Ipsen Advisor Group's portfolio in Q1 2026, its #63 holding.
  • Ipsen Advisor Group first reported a position in Allstate in Q4 2024 and has held it in 6 quarters since.
  • Ipsen Advisor Group's Allstate position peaked at $639K in Q3 2025.
  • 1,677 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Ipsen Advisor Group's 13F filing for Q1 2026, filed 29 May 2026.