Patrick M. Sweeney & Associates’s Allstate ALL Stock Holding History

Patrick M. Sweeney & Associates’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	$715K	Sell	3,447 -25	-0.7%	-$5.13K	0.46%	57
2025 Q4	$723K	Buy	3,472 +25	+0.7%	+$5.12K	0.45%	56
2025 Q3	$740K	Buy	3,447 +60	+2%	+$12.1K	0.48%	51
2025 Q2	$671K	Buy	3,387 +1	+0%	+$200	0.46%	52
2025 Q1	$701K	Buy	3,386 +1	+0%	+$195	0.52%	46
2024 Q4	$653K	Hold	3,385	–	–	0.49%	53
2024 Q3	$642K	Buy	3,385 +51	+2%	+$9.06K	0.47%	56
2024 Q2	$532K	Buy	3,334 +1	+0%	+$167	0.43%	61
2024 Q1	$577K	Sell	3,333 -34	-1%	-$5.37K	0.47%	51
2023 Q4	$471K	Buy	+3,367	New	+$439K	0.43%	60

Other funds holding ALL

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Patrick M. Sweeney & Associates's ALL Position: Q1 2026 in Review

Patrick M. Sweeney & Associates reduced its Allstate (ALL) stake by 0.72% in Q1 2026, selling an estimated $5.13K and leaving 3,447 shares worth $715K. The position accounts for 0.46% of the portfolio, ranked #57.

Patrick M. Sweeney & Associates first reported a position in ALL in Q4 2023 and has held it in 10 quarters since. The position peaked at $740K in Q3 2025. 1,678 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

Patrick M. Sweeney & Associates held 3,447 shares of Allstate worth $715K as of Q1 2026.
Patrick M. Sweeney & Associates sold 25 Allstate shares in Q1 2026, an estimated $5.13K.
Allstate made up 0.46% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #57 holding.
Patrick M. Sweeney & Associates first reported a position in Allstate in Q4 2023 and has held it in 10 quarters since.
Patrick M. Sweeney & Associates's Allstate position peaked at $740K in Q3 2025.
1,678 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.