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Opal Wealth Advisors’s Allstate ALL Stock Holding History

Opal Wealth Advisors’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 		$811K Buy
3,910
+1,816
+87% +$372K 0.18% 58
2025
Q4 		$436K Buy
2,094
+279
+15% +$57.1K 0.11% 108
2025
Q3 		$390K Buy
1,815
+12
+0.7% +$2.42K 0.11% 114
2025
Q2 		$363K Buy
1,803
+628
+53% +$125K 0.1% 110
2025
Q1 		$243K Sell
1,175
-80
-6% -$15.6K 0.08% 150
2024
Q4 		$242K Buy
+1,255
New +$244K 0.07% 158
2024
Q3 		– Sell
-910
Closed -$145K – 226
2024
Q2 		$145K Buy
+910
New +$152K 0.05% 221

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

Opal Wealth Advisors's ALL Position: Q1 2026 in Review

Opal Wealth Advisors increased its Allstate (ALL) stake by 87% in Q1 2026, buying an estimated $372K and bringing the position to 3,910 shares worth $811K. The position accounts for 0.18% of the portfolio, ranked #58.

Opal Wealth Advisors first reported a position in ALL in Q2 2024 and has held it in 7 quarters since. 1,677 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

  • Opal Wealth Advisors held 3,910 shares of Allstate worth $811K as of Q1 2026.
  • Opal Wealth Advisors bought 1,816 Allstate shares in Q1 2026, an estimated $372K.
  • Allstate made up 0.18% of Opal Wealth Advisors's portfolio in Q1 2026, its #58 holding.
  • Opal Wealth Advisors first reported a position in Allstate in Q2 2024 and has held it in 7 quarters since.
  • 1,677 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.