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Mark Sheptoff Financial Planning’s Allstate ALL Stock Holding History

Mark Sheptoff 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
Q1 		$74.1K Hold
339
– – 0.04% 155
2025
Q4 		$70.6K Hold
339
– – 0.03% 174
2025
Q3 		$72.8K Hold
339
– – 0.03% 169
2025
Q2 		$68.2K Hold
339
– – 0.04% 160
2025
Q1 		$70.2K Hold
339
– – 0.04% 147
2024
Q4 		$65.4K Hold
339
– – 0.04% 156
2024
Q3 		$64.3K Sell
339
-309
-48% -$54.9K 0.03% 154
2024
Q2 		$103K Hold
648
– – 0.06% 130
2024
Q1 		$112K Hold
648
– – 0.06% 121
2023
Q4 		$90.7K Hold
648
– – 0.05% 125
2023
Q3 		$72.2K Buy
+648
New +$70.7K 0.05% 126
2018
Q4 		– Sell
-2,150
Closed -$212K – 325
2018
Q3 		$212K Buy
2,150
+400
+23% +$39K 0.15% 97
2018
Q2 		$160K Buy
1,750
+1,050
+150% +$99.8K 0.12% 109
2018
Q1 		$66K Hold
700
– – 0.05% 145
2017
Q4 		$73K Sell
700
-300
-30% -$29.5K 0.05% 156
2017
Q3 		$92K Hold
1,000
– – 0.06% 146
2017
Q2 		$88K Sell
1,000
-1
-0.1% -$85 0.06% 143
2017
Q1 		$81K Buy
1,001
+1
+0.1% +$79 0.06% 148
2016
Q4 		$74K Hold
1,000
– – 0.05% 150
2016
Q3 		$69K Hold
1,000
– – 0.05% 148
2016
Q2 		$70K Sell
1,000
-600
-38% -$40.2K 0.05% 138
2016
Q1 		$108K Hold
1,600
– – 0.09% 120
2015
Q4 		$99K Sell
1,600
-64
-4% -$3.98K 0.08% 136
2015
Q3 		$97K Buy
1,664
+64
+4% +$4K 0.09% 135
2015
Q2 		$104K Hold
1,600
– – 0.08% 142
2015
Q1 		$114K Hold
1,600
– – 0.1% 131
2014
Q4 		$112K Hold
1,600
– – 0.1% 127
2014
Q3 		$98K Sell
1,600
-200
-11% -$12K 0.09% 144
2014
Q2 		$106K Hold
1,800
– – 0.09% 138
2014
Q1 		$102K Buy
+1,800
New +$96.5K 0.09% 144

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

Mark Sheptoff Financial Planning's ALL Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Allstate (ALL) position steady in Q1 2026 at 339 shares worth $74.1K. The position accounts for 0.04% of the portfolio, ranked #155.

Mark Sheptoff Financial Planning first reported a position in ALL in Q1 2014 and has held it in 30 quarters since. The position peaked at $212K in Q3 2018. 1,678 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

  • Mark Sheptoff Financial Planning held 339 shares of Allstate worth $74.1K as of Q1 2026.
  • Mark Sheptoff Financial Planning left its Allstate share count unchanged in Q1 2026.
  • Allstate made up 0.04% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #155 holding.
  • Mark Sheptoff Financial Planning first reported a position in Allstate in Q1 2014 and has held it in 30 quarters since.
  • Mark Sheptoff Financial Planning's Allstate position peaked at $212K in Q3 2018.
  • 1,678 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.