Personal CFO Solutions’s Allstate ALL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.15M Sell
4,805
-308
-6% -$66.9K 0.17% 105
2026
Q1
$1.07M Buy
5,113
+3,890
+318% +$797K 0.15% 119
2025
Q4
$255K Buy
1,223
+68
+6% +$13.9K 0.04% 426
2025
Q3
$248K Sell
1,155
-54
-4% -$10.9K 0.04% 418
2025
Q2
$243K Buy
+1,209
New +$241K 0.05% 397
2025
Q1
Sell
-1,772
Closed -$342K 451
2024
Q4
$342K Buy
+1,772
New +$344K 0.07% 281
2024
Q1
Sell
-1,642
Closed -$230K 544
2023
Q4
$230K Sell
1,642
-160
-9% -$20.9K 0.04% 449
2023
Q3
$201K Buy
+1,802
New +$197K 0.04% 436
2022
Q1
Sell
-1,778
Closed -$209K 475
2021
Q4
$209K Sell
1,778
-460
-21% -$54.4K 0.04% 425
2021
Q3
$285K Sell
2,238
-1,313
-37% -$174K 0.06% 301
2021
Q2
$463K Buy
3,551
+33
+0.9% +$4.26K 0.09% 200
2021
Q1
$404K Sell
3,518
-951
-21% -$105K 0.09% 206
2020
Q4
$491K Buy
4,469
+543
+14% +$53.4K 0.12% 164
2020
Q3
$0 Sell
3,926
-66
-2% -$6.16K ﹤0.01% 140
2020
Q2
$387K Buy
3,992
+546
+16% +$53.6K 0.11% 168
2020
Q1
$316K Buy
3,446
+44
+1% +$4.78K 0.11% 165
2019
Q4
$395K Buy
+3,402
New +$371K 0.11% 169

Other funds holding ALL

Personal CFO Solutions's ALL Position: Q2 2026 in Review

Personal CFO Solutions reduced its Allstate (ALL) stake by 6% in Q2 2026, selling an estimated $66.9K and leaving 4,805 shares worth $1.15M. The position accounts for 0.17% of the portfolio, ranked #105.

Personal CFO Solutions first reported a position in ALL in Q4 2019 and has held it in 17 quarters since. 1,750 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Personal CFO Solutions held 4,805 shares of Allstate worth $1.15M as of Q2 2026.
  • Personal CFO Solutions sold 308 Allstate shares in Q2 2026, an estimated $66.9K.
  • Allstate made up 0.17% of Personal CFO Solutions's portfolio in Q2 2026, its #105 holding.
  • Personal CFO Solutions first reported a position in Allstate in Q4 2019 and has held it in 17 quarters since.
  • 1,750 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.