Perigon Wealth Management’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $858K | Buy |
4,137
+580
| +16% | +$119K | 0.02% | 583 |
|
|
2025
Q4 | $740K | Buy |
3,557
+275
| +8% | +$56.3K | 0.01% | 638 |
|
|
2025
Q3 | $704K | Buy |
3,282
+184
| +6% | +$37.1K | 0.01% | 619 |
|
|
2025
Q2 | $624K | Buy |
3,098
+265
| +9% | +$52.9K | 0.01% | 612 |
|
|
2025
Q1 | $587K | Sell |
2,833
-157
| -5% | -$30.6K | 0.02% | 594 |
|
|
2024
Q4 | $571K | Buy |
2,990
+62
| +2% | +$12K | 0.01% | 597 |
|
|
2024
Q3 | $555K | Buy |
2,928
+173
| +6% | +$30.7K | 0.01% | 586 |
|
|
2024
Q2 | $440K | Buy |
2,755
+19
| +0.7% | +$3.17K | 0.01% | 573 |
|
|
2024
Q1 | $473K | Sell |
2,736
-318
| -10% | -$50.2K | 0.01% | 548 |
|
|
2023
Q4 | $427K | Buy |
3,054
+803
| +36% | +$105K | 0.01% | 548 |
|
|
2023
Q3 | $251K | Buy |
2,251
+61
| +3% | +$6.66K | 0.01% | 656 |
|
|
2023
Q2 | $239K | Sell |
2,190
-320
| -13% | -$36.3K | 0.01% | 685 |
|
|
2023
Q1 | $278K | Sell |
2,510
-187
| -7% | -$23.6K | 0.02% | 561 |
|
|
2022
Q4 | $366K | Buy |
2,697
+872
| +48% | +$114K | 0.02% | 469 |
|
|
2022
Q3 | $227K | Sell |
1,825
-119
| -6% | -$14.8K | 0.02% | 501 |
|
|
2022
Q2 | $246K | Buy |
1,944
+480
| +33% | +$62.9K | 0.02% | 483 |
|
|
2022
Q1 | $203K | Buy |
+1,464
| New | +$184K | 0.01% | 576 |
|
|
2021
Q4 | – | Sell |
-1,696
| Closed | -$216K | – | 577 |
|
|
2021
Q3 | $216K | Sell |
1,696
-300
| -15% | -$39.6K | 0.02% | 496 |
|
|
2021
Q2 | $260K | Buy |
+1,996
| New | +$258K | 0.02% | 436 |
|
|
2021
Q1 | – | Sell |
-1,647
| Closed | -$181K | – | 504 |
|
|
2020
Q4 | $181K | Buy |
+1,647
| New | +$162K | 0.02% | 413 |
|
|
2018
Q2 | – | Sell |
-871
| Closed | -$83K | – | 245 |
|
|
2018
Q1 | $83K | Buy |
871
+5
| +0.6% | +$484 | 0.03% | 254 |
|
|
2017
Q4 | $91K | Buy |
866
+300
| +53% | +$29.5K | 0.03% | 214 |
|
|
2017
Q3 | $52K | Buy |
566
+66
| +13% | +$6K | 0.02% | 331 |
|
|
2017
Q2 | $44K | Sell |
500
-155
| -24% | -$13.1K | 0.01% | 386 |
|
|
2017
Q1 | $54K | Buy |
655
+45
| +7% | +$3.54K | 0.01% | 383 |
|
|
2016
Q4 | $50K | Buy |
610
+110
| +22% | +$7.75K | 0.01% | 360 |
|
|
2016
Q3 | $35K | Buy |
500
+195
| +64% | +$13.4K | 0.01% | 342 |
|
|
2016
Q2 | $21K | Buy |
+305
| New | +$20.4K | 0.01% | 332 |
|
Other funds holding ALL
VCM
VPM
Perigon Wealth Management's ALL Position: Q1 2026 in Review
Perigon Wealth Management increased its Allstate (ALL) stake by 16% in Q1 2026, buying an estimated $119K and bringing the position to 4,137 shares worth $858K. The position accounts for 0.02% of the portfolio, ranked #583.
Perigon Wealth Management first reported a position in ALL in Q2 2016 and has held it in 28 quarters since. 1,677 funds tracked by Wall St. Rank hold ALL as of Q1 2026.
- Perigon Wealth Management held 4,137 shares of Allstate worth $858K as of Q1 2026.
- Perigon Wealth Management bought 580 Allstate shares in Q1 2026, an estimated $119K.
- Allstate made up 0.02% of Perigon Wealth Management's portfolio in Q1 2026, its #583 holding.
- Perigon Wealth Management first reported a position in Allstate in Q2 2016 and has held it in 28 quarters since.
- 1,677 funds tracked by Wall St. Rank held Allstate as of Q1 2026.
Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.