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Larry Mathis Financial Planning’s Allstate ALL Stock Holding History

Larry Mathis Financial Planning’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
Q2 		$342K Buy
1,438
+64
+5% +$13.9K 0.26% 95
2026
Q1 		$285K Sell
1,374
-35
-2% -$7.17K 0.26% 113
2025
Q4 		$293K Buy
+1,409
New +$288K 0.26% 110

Other funds holding ALL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Larry Mathis Financial Planning's ALL Position: Q2 2026 in Review

Larry Mathis Financial Planning increased its Allstate (ALL) stake by 4.7% in Q2 2026, buying an estimated $13.9K and bringing the position to 1,438 shares worth $342K. The position accounts for 0.26% of the portfolio, ranked #95.

Larry Mathis Financial Planning first reported a position in ALL in Q4 2025 and has held it in 3 quarters since. 1,738 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Larry Mathis Financial Planning held 1,438 shares of Allstate worth $342K as of Q2 2026.
  • Larry Mathis Financial Planning bought 64 Allstate shares in Q2 2026, an estimated $13.9K.
  • Allstate made up 0.26% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #95 holding.
  • Larry Mathis Financial Planning first reported a position in Allstate in Q4 2025 and has held it in 3 quarters since.
  • 1,738 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.