McElhenny Sheffield Capital Management’s Allstate ALL Stock Holding History

McElhenny Sheffield Capital 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 Q2	$653K	Sell	2,744 -156	-5%	-$33.9K	0.16%	26
2026 Q1	$601K	Buy	2,900 +1,539	+113%	+$316K	0.15%	29
2025 Q4	$283K	Sell	1,361 -2,487	-65%	-$509K	0.07%	78
2025 Q3	$826K	Sell	3,848 -438	-10%	-$88.4K	0.2%	29
2025 Q2	$863K	Buy	4,286 +2,390	+126%	+$477K	0.23%	24
2025 Q1	$393K	Hold	1,896	–	–	0.15%	73
2024 Q4	$366K	Hold	1,896	–	–	0.12%	73
2024 Q3	$360K	Hold	1,896	–	–	0.12%	73
2024 Q2	$303K	Hold	1,896	–	–	0.1%	78
2024 Q1	$328K	Hold	1,896	–	–	0.12%	74
2023 Q4	$265K	Hold	1,896	–	–	0.11%	78
2023 Q3	$211K	Hold	1,896	–	–	0.11%	87
2023 Q2	$207K	Hold	1,896	–	–	0.09%	91
2023 Q1	$210K	Hold	1,896	–	–	0.11%	87
2022 Q4	$257K	Hold	1,896	–	–	0.12%	74
2022 Q3	$236K	Hold	1,896	–	–	0.18%	77
2022 Q2	$240K	Hold	1,896	–	–	0.11%	86
2022 Q1	$263K	Hold	1,896	–	–	0.09%	100
2021 Q4	$223K	Hold	1,896	–	–	0.08%	111
2021 Q3	$241K	Buy	+1,896	New	+$251K	0.11%	106

Other funds holding ALL

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

McElhenny Sheffield Capital Management's ALL Position: Q2 2026 in Review

McElhenny Sheffield Capital Management reduced its Allstate (ALL) stake by 5.4% in Q2 2026, selling an estimated $33.9K and leaving 2,744 shares worth $653K. The position accounts for 0.16% of the portfolio, ranked #26.

McElhenny Sheffield Capital Management first reported a position in ALL in Q3 2021 and has held it in 20 quarters since. The position peaked at $863K in Q2 2025. 514 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

McElhenny Sheffield Capital Management held 2,744 shares of Allstate worth $653K as of Q2 2026.
McElhenny Sheffield Capital Management sold 156 Allstate shares in Q2 2026, an estimated $33.9K.
Allstate made up 0.16% of McElhenny Sheffield Capital Management's portfolio in Q2 2026, its #26 holding.
McElhenny Sheffield Capital Management first reported a position in Allstate in Q3 2021 and has held it in 20 quarters since.
McElhenny Sheffield Capital Management's Allstate position peaked at $863K in Q2 2025.
514 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on McElhenny Sheffield Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.