OF
ALL icon

Optimize Financial’s Allstate ALL Stock Holding History

Optimize 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
Q1 		$465K Sell
2,243
-27
-1% -$5.54K 0.23% 126
2025
Q4 		$473K Buy
2,270
+32
+1% +$6.55K 0.24% 156
2025
Q3 		$480K Buy
2,238
+369
+20% +$74.5K 0.25% 120
2025
Q2 		$376K Sell
1,869
-12
-0.6% -$2.39K 0.23% 130
2025
Q1 		$389K Buy
+1,881
New +$366K 0.15% 111

Other funds holding ALL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Optimize Financial's ALL Position: Q1 2026 in Review

Optimize Financial reduced its Allstate (ALL) stake by 1.2% in Q1 2026, selling an estimated $5.54K and leaving 2,243 shares worth $465K. The position accounts for 0.23% of the portfolio, ranked #126.

Optimize Financial first reported a position in ALL in Q1 2025 and has held it in 5 quarters since. The position peaked at $480K in Q3 2025. 1,688 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

  • Optimize Financial held 2,243 shares of Allstate worth $465K as of Q1 2026.
  • Optimize Financial sold 27 Allstate shares in Q1 2026, an estimated $5.54K.
  • Allstate made up 0.23% of Optimize Financial's portfolio in Q1 2026, its #126 holding.
  • Optimize Financial first reported a position in Allstate in Q1 2025 and has held it in 5 quarters since.
  • Optimize Financial's Allstate position peaked at $480K in Q3 2025.
  • 1,688 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.