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Lorne Steinberg Wealth Management’s Allstate ALL Stock Holding History

Lorne Steinberg Wealth Management’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 		$10.5M Sell
50,790
-26
-0.1% -$5.33K 2.49% 12
2025
Q4 		$10.6M Sell
50,816
-190
-0.4% -$38.9K 2.43% 12
2025
Q3 		$10.9M Sell
51,006
-720
-1% -$145K 2.64% 10
2025
Q2 		$10.4M Sell
51,726
-405
-0.8% -$80.8K 2.72% 9
2025
Q1 		$10.8M Sell
52,131
-204
-0.4% -$39.7K 3.15% 4
2024
Q4 		$10.1M Sell
52,335
-195
-0.4% -$37.9K 2.93% 7
2024
Q3 		$9.96M Sell
52,530
-110
-0.2% -$19.5K 2.88% 6
2024
Q2 		$8.4M Buy
+52,640
New +$8.78M 2.71% 6
2022
Q4 		– Sell
-52,190
Closed -$6.5M – 70
2022
Q3 		$6.5M Sell
52,190
-275
-0.5% -$34.2K 3.16% 4
2022
Q2 		$6.65M Buy
+52,465
New +$6.87M 3.13% 5
2022
Q1 		– Sell
-50,500
Closed -$5.94M – 63
2021
Q4 		$5.94M Buy
50,500
+4,745
+10% +$561K 2.55% 13
2021
Q3 		$5.83M Buy
45,755
+700
+2% +$92.5K 2.82% 10
2021
Q2 		$5.88M Buy
45,055
+1,060
+2% +$137K 2.89% 10
2021
Q1 		$5.05M Buy
43,995
+4,525
+11% +$499K 2.67% 14
2020
Q4 		$4.35M Buy
+39,470
New +$3.88M 2.71% 13

Other funds holding ALL

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lorne Steinberg Wealth Management's ALL Position: Q1 2026 in Review

Lorne Steinberg Wealth Management reduced its Allstate (ALL) stake by 0.05% in Q1 2026, selling an estimated $5.33K and leaving 50,790 shares worth $10.5M. The position accounts for 2.49% of the portfolio, ranked #12.

Lorne Steinberg Wealth Management first reported a position in ALL in Q4 2020 and has held it in 15 quarters since. The position peaked at $10.9M in Q3 2025. 1,677 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

  • Lorne Steinberg Wealth Management held 50,790 shares of Allstate worth $10.5M as of Q1 2026.
  • Lorne Steinberg Wealth Management sold 26 Allstate shares in Q1 2026, an estimated $5.33K.
  • Allstate made up 2.49% of Lorne Steinberg Wealth Management's portfolio in Q1 2026, its #12 holding.
  • Lorne Steinberg Wealth Management first reported a position in Allstate in Q4 2020 and has held it in 15 quarters since.
  • Lorne Steinberg Wealth Management's Allstate position peaked at $10.9M in Q3 2025.
  • 1,677 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Lorne Steinberg Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.