Key Financial Inc
ALL icon

Key Financial Inc’s Allstate ALL Stock Holding History

Key Financial Inc’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
Q3 		$189K Buy
854
+3
+0.4% +$761 0.03% 305
2026
Q2 		$202K Buy
851
+13
+2% +$2.82K 0.03% 299
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% -$9.5K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Key Financial Inc's ALL Position: Q3 2026 in Review

Key Financial Inc increased its Allstate (ALL) stake by 0.35% in Q3 2026, buying an estimated $761 and bringing the position to 854 shares worth $189K. The position accounts for 0.03% of the portfolio, ranked #305.

Key Financial Inc first reported a position in ALL in Q1 2020 and has held it in 25 quarters since. The position peaked at $202K in Q2 2026. 1,075 funds tracked by Wall St. Rank hold ALL as of Q3 2026.

  • Key Financial Inc held 854 shares of Allstate worth $189K as of Q3 2026.
  • Key Financial Inc bought 3 Allstate shares in Q3 2026, an estimated $761.
  • Allstate made up 0.03% of Key Financial Inc's portfolio in Q3 2026, its #305 holding.
  • Key Financial Inc first reported a position in Allstate in Q1 2020 and has held it in 25 quarters since.
  • Key Financial Inc's Allstate position peaked at $202K in Q2 2026.
  • 1,075 funds tracked by Wall St. Rank held Allstate as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.