Key Financial Inc’s Allstate ALL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$174K Hold
838
0.03% 313
2025
Q4
$174K Hold
838
0.03% 310
2025
Q3
$177K Hold
838
0.03% 309
2025
Q2
$169K Hold
838
0.03% 302
2025
Q1
$174K Hold
838
0.04% 286
2024
Q4
$162K Buy
838
+164
+24% +$31.8K 0.04% 281
2024
Q3
$128K Buy
674
+18
+3% +$3.2K 0.03% 310
2024
Q2
$105K Hold
656
0.03% 331
2024
Q1
$113K Sell
656
-158
-19% -$24.9K 0.03% 298
2023
Q4
$114K Sell
814
-50
-6% -$6.52K 0.03% 286
2023
Q3
$96.3K Hold
864
0.03% 302
2023
Q2
$94.2K Hold
864
0.03% 308
2023
Q1
$95.7K Sell
864
-75
-8% -$9.48K 0.03% 291
2022
Q4
$117K Hold
939
0.06% 229
2022
Q3
$117K Hold
939
0.06% 232
2022
Q2
$123K Hold
939
0.07% 211
2022
Q1
$130K Buy
939
+50
+6% +$6.28K 0.06% 216
2021
Q4
$105K Buy
889
+75
+9% +$8.87K 0.05% 222
2021
Q3
$104K Sell
814
-72
-8% -$9.52K 0.06% 216
2021
Q2
$115K Hold
886
0.06% 207
2021
Q1
$102K Hold
886
0.07% 192
2020
Q4
$97K Buy
+886
New +$87.1K 0.07% 180
2020
Q2
Sell
-886
Closed -$84K 116
2020
Q1
$84K Buy
+886
New +$96.3K 0.09% 174

Other funds holding ALL

Key Financial Inc's ALL Position: Q1 2026 in Review

Key Financial Inc held its Allstate (ALL) position steady in Q1 2026 at 838 shares worth $174K. The position accounts for 0.03% of the portfolio, ranked #313.

Key Financial Inc first reported a position in ALL in Q1 2020 and has held it in 23 quarters since. The position peaked at $177K in Q3 2025. 1,677 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

  • Key Financial Inc held 838 shares of Allstate worth $174K as of Q1 2026.
  • Key Financial Inc left its Allstate share count unchanged in Q1 2026.
  • Allstate made up 0.03% of Key Financial Inc's portfolio in Q1 2026, its #313 holding.
  • Key Financial Inc first reported a position in Allstate in Q1 2020 and has held it in 23 quarters since.
  • Key Financial Inc's Allstate position peaked at $177K in Q3 2025.
  • 1,677 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.