Legacy Capital Group California’s Allstate ALL Stock Holding History

Legacy Capital Group California’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	$1.67M	Buy	8,074 +544	+7%	+$112K	0.64%	23
2025 Q4	$1.57M	Buy	7,530 +50	+0.7%	+$10.2K	0.38%	60
2025 Q3	$1.61M	Sell	7,480 -21	-0.3%	-$4.24K	0.41%	50
2025 Q2	$1.51M	Buy	7,501 +3,471	+86%	+$692K	0.42%	45
2025 Q1	$834K	Sell	4,030 -43	-1%	-$8.37K	0.29%	89
2024 Q4	$785K	Sell	4,073 -41	-1%	-$7.96K	0.24%	113
2024 Q3	$780K	Sell	4,114 -267	-6%	-$47.4K	0.26%	112
2024 Q2	$699K	Buy	4,381 +42	+1%	+$7.01K	0.25%	122
2024 Q1	$751K	Sell	4,339 -159	-4%	-$25.1K	0.28%	123
2023 Q4	$630K	Sell	4,498 -5	-0.1%	-$652	0.24%	129
2023 Q3	$502K	Buy	4,503 +1,106	+33%	+$121K	0.22%	140
2023 Q2	$370K	Buy	3,397 +89	+3%	+$10.1K	0.15%	191
2023 Q1	$367K	Buy	+3,308	New	+$418K	0.18%	169

Other funds holding ALL

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy Capital Group California's ALL Position: Q1 2026 in Review

Legacy Capital Group California increased its Allstate (ALL) stake by 7.2% in Q1 2026, buying an estimated $112K and bringing the position to 8,074 shares worth $1.67M. The position accounts for 0.64% of the portfolio, ranked #23.

Legacy Capital Group California first reported a position in ALL in Q1 2023 and has held it in 13 quarters since. 1,678 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

Legacy Capital Group California held 8,074 shares of Allstate worth $1.67M as of Q1 2026.
Legacy Capital Group California bought 544 Allstate shares in Q1 2026, an estimated $112K.
Allstate made up 0.64% of Legacy Capital Group California's portfolio in Q1 2026, its #23 holding.
Legacy Capital Group California first reported a position in Allstate in Q1 2023 and has held it in 13 quarters since.
1,678 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.