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PDS Planning’s Allstate ALL Stock Holding History

PDS 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 		$489K Buy
2,358
+117
+5% +$24K 0.03% 274
2025
Q4 		$466K Buy
2,241
+6
+0.3% +$1.23K 0.03% 273
2025
Q3 		$480K Buy
2,235
+76
+4% +$15.3K 0.03% 259
2025
Q2 		$435K Buy
2,159
+164
+8% +$32.7K 0.03% 263
2025
Q1 		$413K Buy
1,995
+117
+6% +$22.8K 0.03% 247
2024
Q4 		$362K Buy
1,878
+20
+1% +$3.88K 0.03% 249
2024
Q3 		$352K Sell
1,858
-90
-5% -$16K 0.03% 259
2024
Q2 		$311K Buy
1,948
+187
+11% +$31.2K 0.03% 249
2024
Q1 		$305K Buy
1,761
+259
+17% +$40.9K 0.03% 256
2023
Q4 		$210K Buy
+1,502
New +$196K 0.02% 325

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

PDS Planning's ALL Position: Q1 2026 in Review

PDS Planning increased its Allstate (ALL) stake by 5.2% in Q1 2026, buying an estimated $24K and bringing the position to 2,358 shares worth $489K. The position accounts for 0.03% of the portfolio, ranked #274.

PDS Planning first reported a position in ALL in Q4 2023 and has held it in 10 quarters since. 1,678 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

  • PDS Planning held 2,358 shares of Allstate worth $489K as of Q1 2026.
  • PDS Planning bought 117 Allstate shares in Q1 2026, an estimated $24K.
  • Allstate made up 0.03% of PDS Planning's portfolio in Q1 2026, its #274 holding.
  • PDS Planning first reported a position in Allstate in Q4 2023 and has held it in 10 quarters since.
  • 1,678 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.