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LifeSteps Financial’s Allstate ALL Stock Holding History

LifeSteps Financial’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 		$23.8K Buy
+100
New +$21.7K 0.01% 285
2024
Q2 		– Sell
-100
Closed -$17.3K – 96
2024
Q1 		$17.3K Buy
+100
New +$15.8K 0.01% 243

Other funds holding ALL

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

LifeSteps Financial's ALL Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Allstate (ALL) in Q2 2026: 100 shares worth $23.8K. The stake represents 0.01% of the portfolio and ranks #285 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in ALL as recently as Q1 2024.

LifeSteps Financial first reported a position in ALL in Q1 2024 and has held it in 2 quarters since. 265 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • LifeSteps Financial held 100 shares of Allstate worth $23.8K as of Q2 2026.
  • Allstate was a new LifeSteps Financial position in Q2 2026.
  • Allstate made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #285 holding.
  • LifeSteps Financial first reported a position in Allstate in Q1 2024 and has held it in 2 quarters since.
  • 265 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

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